See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,389 |
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 | $405,407 | $122,239+231.6% | $184,203+120.1% | $74,495+444.2% |
| Participation rate | 94.6% | 85.5%+9.1pp | 86.8%+7.7pp | 67.2%+27.4pp |
| Annual return | 36.28% | 19.95%+16.3pp | 28.81%+7.5pp | 1364.94%-1328.7pp |
| Employer contribution / active EE | $3,221 | $4,537-29.0% | $6,427-49.9% | $2,623+22.8% |
| Participant deferral / active EE | $16,687 | $7,139+133.8% | $9,131+82.7% | $4,346+284.0% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |