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 INC7+ years Filed as: T. ROWE PRICE, RPS, INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,212 | $39,286+335.8% | $80,716+112.1% | $79,386+115.7% |
| Participation rate | 74.3% | 41.0%+33.3pp | 54.2%+20.1pp | 70.7%+3.5pp |
| Annual return | 12.78% | 98.95%-86.2pp | 87.28%-74.5pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,425 | $594+140.0% | $1,160+22.8% | $2,427-41.3% |
| Participant deferral / active EE | $3,864 | $1,264+205.8% | $2,146+80.1% | $4,046-4.5% |
| Admin fee / account holder | $35 | $647-94.6% | $3,380-99.0% | $626-94.4% |