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 Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,550 |
DODGE & COX4+ years Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC4+ years Filed as: T.ROWE PRICE PRS Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,474 | $73,102-21.4% | $123,544-53.5% | $56,287+2.1% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.3pp |
| Annual return | -1.65% | 3.01%-4.7pp | 119.20%-120.8pp | -9.96%+8.3pp |
| Employer contribution / active EE | $2,296 | $2,977-22.9% | $4,628-50.4% | $2,111+8.8% |
| Participant deferral / active EE | $2,117 | $5,423-61.0% | $6,426-67.1% | $3,350-36.8% |
| Admin fee / account holder | $29 | $554-94.7% | $9,284-99.7% | $521-94.4% |