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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,331 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $614,483 | $100,923+508.9% | $150,045+309.5% | $74,304+727.0% |
| Participation rate | 93.6% | 70.1%+23.5pp | 82.3%+11.3pp | 60.3%+33.3pp |
| Annual return | 12.91% | 51.77%-38.9pp | 62.55%-49.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $17,275 | $3,463+398.8% | $4,693+268.1% | $2,241+670.8% |
| Participant deferral / active EE | $7,391 | $6,709+10.2% | $7,997-7.6% | $3,767+96.2% |
| Admin fee / account holder | $79 | $2,767-97.1% | $13,435-99.4% | $2,969-97.3% |