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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,167 |
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 | $446,023 | $84,487+427.9% | $125,339+255.9% | $66,914+566.6% |
| Participation rate | 88.0% | 76.4%+11.6pp | 82.4%+5.6pp | 69.8%+18.2pp |
| Annual return | -12.03% | -8.39%-3.6pp | 572.05%-584.1pp | 1.58%-13.6pp |
| Employer contribution / active EE | $14,328 | $3,553+303.3% | $4,814+197.7% | $2,544+463.2% |
| Participant deferral / active EE | $5,545 | $6,781-18.2% | $7,446-25.5% | $4,237+30.9% |
| Admin fee / account holder | $141 | $685-79.4% | $10,010-98.6% | $593-76.2% |