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 INC3+ years Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,903 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $416,605 | $87,870+374.1% | $113,168+268.1% | $74,304+460.7% |
| Participation rate | 94.9% | 70.7%+24.1pp | 76.6%+18.3pp | 60.3%+34.5pp |
| Annual return | 13.91% | 26.44%-12.5pp | 24.27%-10.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $12,791 | $2,277+461.7% | $2,975+329.9% | $2,241+470.7% |
| Participant deferral / active EE | $7,871 | $4,241+85.6% | $5,107+54.1% | $3,767+108.9% |
| Admin fee / account holder | $92 | $3,368-97.3% | $12,068-99.2% | $2,969-96.9% |