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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $71,588 |
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 | $324,914 | $89,808+261.8% | $100,391+223.6% | $77,643+318.5% |
| Participation rate | 81.0% | 81.2%-0.2pp | 81.5%-0.5pp | 70.6%+10.4pp |
| Annual return | 15.31% | 20.62%-5.3pp | 49.20%-33.9pp | 31.24%-15.9pp |
| Employer contribution / active EE | $6,850 | $3,039+125.4% | $3,942+73.8% | $2,726+151.3% |
| Participant deferral / active EE | $11,865 | $8,284+43.2% | $8,082+46.8% | $4,647+155.3% |
| Admin fee / account holder | $84 | $174-51.6% | $7,899-98.9% | $430-80.4% |