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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,282 |
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 | $251,729 | $96,486+160.9% | $153,485+64.0% | $77,643+224.2% |
| Participation rate | 98.8% | 81.6%+17.2pp | 77.1%+21.8pp | 70.6%+28.3pp |
| Annual return | 17.78% | 14.44%+3.3pp | 15.65%+2.1pp | 31.24%-13.5pp |
| Employer contribution / active EE | $11,029 | $5,224+111.1% | $5,039+118.9% | $2,726+304.6% |
| Participant deferral / active EE | $9,461 | $6,609+43.2% | $6,757+40.0% | $4,647+103.6% |
| Admin fee / account holder | $70 | $182-61.4% | $12,724-99.4% | $430-83.6% |