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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,200 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,209 | $79,519+341.7% | $95,952+266.0% | $73,409+378.4% |
| Participation rate | 99.4% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 13.77% | 19.20%-5.4pp | 91.61%-77.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $8,285 | $2,048+304.6% | $2,541+226.1% | $2,234+270.9% |
| Participant deferral / active EE | $12,411 | $4,138+199.9% | $4,167+197.9% | $3,805+226.1% |
| Admin fee / account holder | $3 | $184-98.3% | $6,795-100.0% | $158-98.1% |