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 10-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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $45,602 |
GREENSPRING ADVISORS, LLC6 years Filed as: GREENSPRING ADVISORS Service code 27 501 FAIRMOUNT AVE · TOWSON, MD 21286 | Advisory (Plan) | $31,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,255 | $131,799+15.5% | $200,582-24.1% | $85,563+77.9% |
| Participation rate | 92.1% | 87.9%+4.2pp | 86.9%+5.2pp | 66.0%+26.2pp |
| Annual return | 15.16% | 21.59%-6.4pp | 42.33%-27.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $2,592 | $4,532-42.8% | $6,419-59.6% | $2,654-2.3% |
| Participant deferral / active EE | $9,597 | $7,702+24.6% | $9,331+2.9% | $4,375+119.4% |
| Admin fee / account holder | $169 | $235-27.9% | $16,305-99.0% | $834-79.7% |