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 INC5+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $19,792 |
DODGE & COX5+ years Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC5+ 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 | $61,574 | $89,652-31.3% | $141,162-56.4% | $65,185-5.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 24.98% | 32.79%-7.8pp | 71.39%-46.4pp | 29.38%-4.4pp |
| Employer contribution / active EE | $2,574 | $3,065-16.0% | $4,735-45.6% | $2,177+18.3% |
| Participant deferral / active EE | $1,984 | $5,691-65.1% | $6,709-70.4% | $3,514-43.5% |
| Admin fee / account holder | $8 | $569-98.6% | $10,261-99.9% | $847-99.1% |