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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $15,922 |
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 | $286,024 | $88,083+224.7% | $164,813+73.5% | $74,495+284.0% |
| Participation rate | 91.9% | 73.0%+18.9pp | 78.6%+13.3pp | 67.2%+24.7pp |
| Annual return | 12.18% | 17.26%-5.1pp | 69.93%-57.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,848 | $2,593-28.7% | $4,341-57.4% | $2,623-29.5% |
| Participant deferral / active EE | $12,575 | $4,498+179.6% | $6,031+108.5% | $4,346+189.4% |
| Admin fee / account holder | $90 | $2,234-96.0% | $12,690-99.3% | $1,942-95.3% |