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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $7,225 |
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 | $458,657 | $88,890+416.0% | $102,423+347.8% | $77,643+490.7% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.2pp | 70.6%+26.2pp |
| Annual return | 11.64% | 24.98%-13.3pp | 29.32%-17.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $10,280 | $2,698+281.1% | $3,023+240.0% | $2,726+277.1% |
| Participant deferral / active EE | $18,218 | $5,145+254.1% | $5,053+260.5% | $4,647+292.0% |
| Admin fee / account holder | $8 | $235-96.8% | $9,451-99.9% | $430-98.2% |