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 INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $481,484 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,683 | $177,276+21.1% | $97,995+119.1% | $177,276+21.1% |
| Participation rate | 98.0% | 74.8%+23.2pp | 82.4%+15.6pp | 74.8%+23.2pp |
| Annual return | 13.69% | 21.25%-7.6pp | 23.94%-10.2pp | 21.25%-7.6pp |
| Employer contribution / active EE | $2,727 | $2,479+10.0% | $4,158-34.4% | $2,479+10.0% |
| Participant deferral / active EE | $8,963 | $3,881+131.0% | $5,097+75.9% | $3,881+131.0% |
| Admin fee / account holder | $53 | $154-65.4% | $5,943-99.1% | $154-65.4% |