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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,869 | $91,372+8.2% | $129,995-23.9% | $74,419+32.9% |
| Participation rate | 86.6% | 77.8%+8.8pp | 78.5%+8.1pp | 70.7%+15.8pp |
| Annual return | 16.23% | 23.21%-7.0pp | -137.18%+153.4pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,133 | $2,563+22.2% | $4,320-27.5% | $2,637+18.8% |
| Participant deferral / active EE | $6,316 | $4,721+33.8% | $5,820+8.5% | $4,528+39.5% |
| Admin fee / account holder | $86 | $283-69.5% | $10,614-99.2% | $348-75.1% |