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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,046 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,528 | $89,282+156.0% | $94,646+141.5% | $74,419+207.1% |
| Participation rate | 79.7% | 82.4%-2.8pp | 80.8%-1.2pp | 70.7%+8.9pp |
| Annual return | 18.39% | 25.96%-7.6pp | 156.71%-138.3pp | 34.38%-16.0pp |
| Employer contribution / active EE | $5,941 | $3,022+96.6% | $3,672+61.8% | $2,637+125.3% |
| Participant deferral / active EE | $10,248 | $8,425+21.6% | $7,418+38.2% | $4,528+126.3% |
| Admin fee / account holder | $74 | $219-66.4% | $7,231-99.0% | $348-78.8% |