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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,604 | $62,573-47.9% | $85,682-61.9% | $85,850-62.0% |
| Participation rate | 65.9% | 61.1%+4.7pp | 69.9%-4.0pp | 69.3%-3.4pp |
| Annual return | 7.75% | 23.77%-16.0pp | 21.49%-13.7pp | 318.53%-310.8pp |
| Employer contribution / active EE | $625 | $1,757-64.4% | $2,618-76.1% | $2,565-75.6% |
| Participant deferral / active EE | $1,939 | $2,802-30.8% | $3,923-50.6% | $3,952-50.9% |
| Admin fee / account holder | $49 | $4,640-99.0% | $6,873-99.3% | $6,260-99.2% |