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 INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $14,945 |
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 | $117,981 | $102,605+15.0% | $145,661-19.0% | $84,808+39.1% |
| Participation rate | 64.0% | 74.3%-10.3pp | 77.2%-13.2pp | 68.3%-4.3pp |
| Annual return | 15.29% | 26.50%-11.2pp | 101.46%-86.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,847 | $3,325-14.4% | $4,238-32.8% | $2,631+8.2% |
| Participant deferral / active EE | $6,867 | $5,750+19.4% | $7,198-4.6% | $4,212+63.0% |
| Admin fee / account holder | $102 | $8,758-98.8% | $12,466-99.2% | $7,344-98.6% |