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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,327 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $476,139 | $99,957+376.3% | $149,696+218.1% | $73,488+547.9% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.5%+14.9pp | 70.7%+26.7pp |
| Annual return | 16.33% | 53.87%-37.5pp | 276.60%-260.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $21,035 | $3,191+559.2% | $4,644+352.9% | $2,270+826.6% |
| Participant deferral / active EE | $12,117 | $6,073+99.5% | $6,842+77.1% | $3,740+224.0% |
| Admin fee / account holder | $373 | $551-32.3% | $9,309-96.0% | $513-27.4% |