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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,689 |
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 | $443,940 | $56,485+685.9% | $185,823+138.9% | $86,799+411.5% |
| Participation rate | 89.6% | 65.5%+24.1pp | 81.7%+7.9pp | 72.3%+17.3pp |
| Annual return | 12.65% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.3pp |
| Employer contribution / active EE | $13,907 | $1,843+654.6% | $5,167+169.1% | $2,405+478.2% |
| Participant deferral / active EE | $5,658 | $2,553+121.6% | $5,568+1.6% | $4,131+37.0% |
| Admin fee / account holder | $111 | $150-26.0% | $16,237-99.3% | $170-34.7% |