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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,461 | $89,904-23.9% | $453,369-84.9% | $86,799-21.1% |
| Participation rate | 59.8% | 75.7%-15.9pp | 78.0%-18.2pp | 72.3%-12.5pp |
| Annual return | 17.17% | 19.72%-2.6pp | 64.40%-47.2pp | 97.91%-80.7pp |
| Employer contribution / active EE | $1,431 | $3,279-56.4% | $4,070-64.9% | $2,405-40.5% |
| Participant deferral / active EE | $3,158 | $5,114-38.2% | $6,209-49.1% | $4,131-23.5% |
| Admin fee / account holder | $13 | $156-91.7% | $11,209-99.9% | $170-92.4% |