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 | $61,349 |
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 | $329,292 | $46,292+611.3% | $143,757+129.1% | $64,808+408.1% |
| Participation rate | 89.2% | 64.2%+25.0pp | 80.3%+8.9pp | 71.5%+17.7pp |
| Annual return | -17.89% | -10.05%-7.8pp | -0.04%-17.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $14,608 | $1,910+665.0% | $4,951+195.1% | $2,506+483.0% |
| Participant deferral / active EE | $5,900 | $2,646+123.0% | $5,637+4.7% | $4,310+36.9% |
| Admin fee / account holder | $110 | $154-28.8% | $14,673-99.3% | $188-41.7% |