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 INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $9,697 |
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 | $331,493 | $100,923+228.5% | $150,045+120.9% | $74,304+346.1% |
| Participation rate | 90.3% | 70.1%+20.2pp | 82.3%+7.9pp | 60.3%+29.9pp |
| Annual return | 14.05% | 51.77%-37.7pp | 62.55%-48.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $8,850 | $3,463+155.5% | $4,693+88.6% | $2,241+294.9% |
| Participant deferral / active EE | $9,476 | $6,709+41.2% | $7,997+18.5% | $3,767+151.5% |
| Admin fee / account holder | $54 | $2,767-98.0% | $13,435-99.6% | $2,969-98.2% |