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 INC2+ years Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,368 |
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 | $371,416 | $79,171+369.1% | $102,423+262.6% | $74,495+398.6% |
| Participation rate | 99.1% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+31.9pp |
| Annual return | 13.61% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $11,815 | $2,362+400.2% | $3,023+290.8% | $2,623+350.5% |
| Participant deferral / active EE | $7,534 | $4,415+70.6% | $5,053+49.1% | $4,346+73.4% |
| Admin fee / account holder | $97 | $2,001-95.2% | $9,451-99.0% | $1,942-95.0% |