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 INC3 years Filed as: T ROWE PRICE Service code 12 · EIN 52-1714114 4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 211174903 | Claims processing; Float revenue; Rec... | $37,017 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,196 | $61,473-75.3% | $81,930-81.5% | $73,409-79.3% |
| Participation rate | 72.5% | 72.4%+0.1pp | 72.0%+0.5pp | 72.2%+0.4pp |
| Annual return | 20.96% | 28.26%-7.3pp | 29.49%-8.5pp | 59.29%-38.3pp |
| Employer contribution / active EE | $1,475 | $1,898-22.3% | $4,310-65.8% | $2,234-33.9% |
| Participant deferral / active EE | $2,137 | $3,080-30.6% | $7,107-69.9% | $3,805-43.8% |
| Admin fee / account holder | $72 | $125-42.3% | $5,158-98.6% | $158-54.1% |