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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,051 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,372 | $74,089+413.4% | $133,980+183.9% | $55,167+589.5% |
| Participation rate | 96.5% | 84.3%+12.2pp | 87.1%+9.4pp | 69.0%+27.5pp |
| Annual return | 9.17% | 12.11%-2.9pp | 29.30%-20.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $23,644 | $3,064+671.8% | $5,211+353.7% | $1,963+1104.8% |
| Participant deferral / active EE | $12,002 | $4,678+156.6% | $6,282+91.1% | $3,054+293.0% |
| Admin fee / account holder | $6 | $458-98.6% | $9,324-99.9% | $504-98.7% |