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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $433,398 | $82,202+427.2% | $125,339+245.8% | $64,808+568.7% |
| Participation rate | 95.7% | 77.9%+17.8pp | 82.4%+13.3pp | 71.5%+24.2pp |
| Annual return | -18.19% | 3.48%-21.7pp | 572.05%-590.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $16,130 | $3,615+346.1% | $4,814+235.1% | $2,506+543.7% |
| Participant deferral / active EE | $13,165 | $7,175+83.5% | $7,446+76.8% | $4,310+205.4% |
| Admin fee / account holder | $360 | $163+120.3% | $10,010-96.4% | $188+91.5% |