See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,140 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,973 | $78,419+24.9% | $133,956-26.9% | $73,409+33.5% |
| Participation rate | 92.2% | 78.6%+13.6pp | 79.8%+12.4pp | 72.2%+20.0pp |
| Annual return | 16.40% | 33.35%-16.9pp | 45.09%-28.7pp | 59.29%-42.9pp |
| Employer contribution / active EE | $2,956 | $2,044+44.6% | $3,919-24.6% | $2,234+32.3% |
| Participant deferral / active EE | $6,578 | $3,925+67.6% | $5,048+30.3% | $3,805+72.9% |
| Admin fee / account holder | $4 | $161-97.5% | $8,927-100.0% | $158-97.5% |