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 10-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 INC6 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 · EIN 52-1714114 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,010 | $91,407-63.9% | $135,903-75.7% | $71,457-53.8% |
| Participation rate | 73.8% | 75.7%-1.8pp | 81.9%-8.1pp | 67.9%+5.9pp |
| Annual return | 24.13% | 29.90%-5.8pp | 68.23%-44.1pp | 28.85%-4.7pp |
| Employer contribution / active EE | $1,395 | $3,703-62.3% | $4,856-71.3% | $2,588-46.1% |
| Participant deferral / active EE | $4,090 | $7,092-42.3% | $7,758-47.3% | $4,289-4.6% |
| Admin fee / account holder | $45 | $1,266-96.5% | $10,762-99.6% | $1,587-97.2% |