See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $43,012 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,952 | $72,994-90.5% | $120,354-94.2% | $77,643-91.0% |
| Participation rate | 76.7% | 55.2%+21.5pp | 71.9%+4.8pp | 70.6%+6.2pp |
| Annual return | 8.87% | 18.23%-9.4pp | 107.15%-98.3pp | 31.24%-22.4pp |
| Employer contribution / active EE | $1,072 | $1,793-40.2% | $3,463-69.0% | $2,726-60.7% |
| Participant deferral / active EE | $1,487 | $3,011-50.6% | $4,991-70.2% | $4,647-68.0% |
| Admin fee / account holder | $61 | $658-90.7% | $9,423-99.4% | $430-85.8% |