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 3-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+ years Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,584 |
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 | $341,916 | $76,050+349.6% | $96,544+254.2% | $71,457+378.5% |
| Participation rate | 96.2% | 74.4%+21.7pp | 76.0%+20.2pp | 67.9%+28.2pp |
| Annual return | 19.37% | 22.81%-3.4pp | 25.84%-6.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $14,165 | $2,244+531.2% | $2,965+377.8% | $2,588+447.4% |
| Participant deferral / active EE | $7,130 | $4,215+69.1% | $4,851+47.0% | $4,289+66.2% |
| Admin fee / account holder | $109 | $2,707-96.0% | $8,252-98.7% | $1,587-93.2% |