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 9-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 | $99,057 |
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 | $298,596 | $92,303+223.5% | $152,466+95.8% | $86,799+244.0% |
| Participation rate | 99.2% | 81.1%+18.2pp | 78.2%+21.0pp | 72.3%+26.9pp |
| Annual return | 31.08% | 531.69%-500.6pp | 757.33%-726.2pp | 97.91%-66.8pp |
| Employer contribution / active EE | $10,665 | $3,748+184.6% | $4,327+146.5% | $2,405+343.4% |
| Participant deferral / active EE | $9,365 | $5,599+67.3% | $5,820+60.9% | $4,131+126.7% |
| Admin fee / account holder | $173 | $150+15.3% | $15,805-98.9% | $170+2.0% |