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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $23,495 |
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 | $256,464 | $56,317+355.4% | $71,209+260.2% | $74,304+245.2% |
| Participation rate | 96.9% | 55.1%+41.8pp | 73.8%+23.1pp | 60.3%+36.5pp |
| Annual return | 16.05% | 42.83%-26.8pp | 282.51%-266.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $8,542 | $2,160+295.5% | $2,721+213.9% | $2,241+281.1% |
| Participant deferral / active EE | $13,421 | $2,788+381.4% | $4,175+221.4% | $3,767+256.2% |
| Admin fee / account holder | $147 | $2,290-93.6% | $5,349-97.3% | $2,969-95.1% |