See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $55,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,455 | $89,436+4.5% | $164,813-43.3% | $77,643+20.4% |
| Participation rate | 58.7% | 78.6%-20.0pp | 78.6%-19.9pp | 70.6%-11.9pp |
| Annual return | 11.96% | 28.83%-16.9pp | 69.93%-58.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $3,368 | $2,569+31.1% | $4,341-22.4% | $2,726+23.6% |
| Participant deferral / active EE | $7,409 | $4,897+51.3% | $6,031+22.8% | $4,647+59.4% |
| Admin fee / account holder | $136 | $339-60.1% | $12,690-98.9% | $430-68.5% |