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 | $745 |
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 | $252,024 | $122,239+106.2% | $184,203+36.8% | $74,495+238.3% |
| Participation rate | 95.8% | 85.5%+10.3pp | 86.8%+9.0pp | 67.2%+28.6pp |
| Annual return | 21.64% | 19.95%+1.7pp | 28.81%-7.2pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $13,594 | $4,537+199.6% | $6,427+111.5% | $2,623+418.3% |
| Participant deferral / active EE | $17,145 | $7,139+140.2% | $9,131+87.8% | $4,346+294.5% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |