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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $6,594 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $5,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,675 | $34,934+342.8% | $56,411+174.2% | $74,495+107.6% |
| Participation rate | 72.7% | 32.8%+39.9pp | 52.5%+20.2pp | 67.2%+5.5pp |
| Annual return | 11.72% | 25.94%-14.2pp | 1701.33%-1689.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,785 | $609+193.1% | $1,039+71.9% | $2,623-31.9% |
| Participant deferral / active EE | $5,044 | $1,170+331.0% | $1,952+158.4% | $4,346+16.1% |
| Admin fee / account holder | $62 | $2,364-97.4% | $2,829-97.8% | $1,942-96.8% |