Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 INC5+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $3,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,156 | $58,336+71.7% | $97,167+3.1% | $199,768-49.9% |
| Participation rate | 4.0% | 63.8%-59.7pp | 72.7%-68.7pp | 72.0%-68.0pp |
| Annual return | 11.22% | 32.81%-21.6pp | 75.27%-64.0pp | 34.26%-23.0pp |
| Employer contribution / active EE | $0 | $1,416-100.0% | $2,729-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $151 | $3,240-95.3% | $4,264-96.5% | $5,090-97.0% |
| Admin fee / account holder | $11 | $114-90.7% | $5,650-99.8% | $269-96.1% |