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 7-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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,368 | $60,776-23.7% | $85,682-45.9% | $79,386-41.6% |
| Participation rate | 64.5% | 62.1%+2.4pp | 69.9%-5.4pp | 70.7%-6.3pp |
| Annual return | 12.98% | 16.57%-3.6pp | 21.49%-8.5pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,046 | $1,663+23.0% | $2,618-21.9% | $2,427-15.7% |
| Participant deferral / active EE | $3,857 | $2,919+32.1% | $3,923-1.7% | $4,046-4.7% |
| Admin fee / account holder | $118 | $438-73.0% | $6,873-98.3% | $626-81.1% |