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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $15,552 |
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 | $103,090 | $96,128+7.2% | $136,007-24.2% | $80,856+27.5% |
| Participation rate | 65.3% | 71.2%-6.0pp | 76.5%-11.2pp | 67.6%-2.4pp |
| Annual return | 14.48% | 28.71%-14.2pp | 579.32%-564.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,977 | $3,351-11.2% | $4,217-29.4% | $2,755+8.1% |
| Participant deferral / active EE | $7,486 | $5,709+31.1% | $7,025+6.6% | $4,296+74.3% |
| Admin fee / account holder | $99 | $8,236-98.8% | $6,858-98.6% | $6,918-98.6% |