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 INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $120,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,964 | $113,293-31.2% | $67,502+15.5% | $199,593-60.9% |
| Participation rate | 73.8% | 73.3%+0.5pp | 72.9%+1.0pp | 72.0%+1.9pp |
| Annual return | 18.40% | 15.88%+2.5pp | 3512.12%-3493.7pp | 34.25%-15.8pp |
| Employer contribution / active EE | $2,669 | $3,401-21.5% | $2,731-2.3% | $3,034-12.0% |
| Participant deferral / active EE | $8,690 | $4,159+109.0% | $4,000+117.3% | $5,087+70.8% |
| Admin fee / account holder | $67 | $103-34.9% | $3,998-98.3% | $269-75.2% |