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 | $65,510 |
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 | $408,949 | $52,293+682.0% | $178,490+129.1% | $73,409+457.1% |
| Participation rate | 91.3% | 65.3%+25.9pp | 81.9%+9.4pp | 72.2%+19.1pp |
| Annual return | 16.15% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $13,193 | $1,735+660.3% | $5,011+163.3% | $2,234+490.7% |
| Participant deferral / active EE | $5,351 | $2,332+129.4% | $5,202+2.9% | $3,805+40.6% |
| Admin fee / account holder | $129 | $127+1.7% | $13,984-99.1% | $158-18.0% |