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 INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,915 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,949 | $26,549+397.0% | $61,373+115.0% | $66,914+97.2% |
| Participation rate | 70.2% | 38.1%+32.1pp | 52.6%+17.7pp | 69.8%+0.4pp |
| Annual return | -17.86% | -16.21%-1.6pp | 338.61%-356.5pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,707 | $651+162.0% | $1,159+47.2% | $2,544-32.9% |
| Participant deferral / active EE | $4,810 | $1,338+259.4% | $2,125+126.4% | $4,237+13.5% |
| Admin fee / account holder | $39 | $409-90.4% | $2,130-98.2% | $593-93.4% |