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 INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $485,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,101 | $65,292+192.7% | $88,497+115.9% | $65,292+192.7% |
| Participation rate | 97.8% | 72.4%+25.3pp | 82.4%+15.4pp | 72.4%+25.3pp |
| Annual return | 8.97% | 11.84%-2.9pp | 7.63%+1.3pp | 11.84%-2.9pp |
| Employer contribution / active EE | $2,618 | $2,302+13.7% | $4,036-35.1% | $2,302+13.7% |
| Participant deferral / active EE | $8,453 | $3,579+136.2% | $4,899+72.5% | $3,579+136.2% |
| Admin fee / account holder | $51 | $57-10.3% | $6,220-99.2% | $57-10.3% |