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 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,719 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $580,049 | $104,317+456.0% | $159,436+263.8% | $86,799+568.3% |
| Participation rate | 94.4% | 77.7%+16.7pp | 82.8%+11.6pp | 72.3%+22.1pp |
| Annual return | 14.51% | 26.32%-11.8pp | 263.57%-249.1pp | 97.91%-83.4pp |
| Employer contribution / active EE | $13,896 | $3,451+302.7% | $4,829+187.7% | $2,405+477.7% |
| Participant deferral / active EE | $12,317 | $6,837+80.2% | $7,352+67.5% | $4,131+198.2% |
| Admin fee / account holder | $101 | $172-41.4% | $10,799-99.1% | $170-40.5% |