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 10-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 INC1 year Filed as: T.ROWE PRICE Service code 14 · EIN 52-1714114 P.O. BOX 64012 · BALTIMORE, MD 212644012 | Plan Administrator | $7,561 |
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 | $476,132 | $88,083+440.5% | $164,813+188.9% | $74,495+539.1% |
| Participation rate | 90.2% | 73.0%+17.1pp | 78.6%+11.6pp | 67.2%+23.0pp |
| Annual return | 7.51% | 17.26%-9.8pp | 69.93%-62.4pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $22,664 | $2,593+774.0% | $4,341+422.1% | $2,623+764.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $30 | $2,234-98.7% | $12,690-99.8% | $1,942-98.5% |