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 | $3,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,471 | $84,556+51.9% | $116,228+10.5% | $74,304+72.9% |
| Participation rate | 96.1% | 66.0%+30.1pp | 74.6%+21.5pp | 60.3%+35.7pp |
| Annual return | 17.93% | 18.35%-0.4pp | 90.06%-72.1pp | 29.43%-11.5pp |
| Employer contribution / active EE | $4,477 | $2,168+106.6% | $2,994+49.5% | $2,241+99.8% |
| Participant deferral / active EE | $7,801 | $3,814+104.5% | $4,953+57.5% | $3,767+107.1% |
| Admin fee / account holder | $16 | $3,792-99.6% | $11,989-99.9% | $2,969-99.5% |