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 INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $270,324 |
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 | $254,524 | $144,604+76.0% | $88,497+187.6% | $63,975+297.9% |
| Participation rate | 93.2% | 91.8%+1.3pp | 82.4%+10.8pp | 71.1%+22.0pp |
| Annual return | 8.96% | 9.63%-0.7pp | 7.63%+1.3pp | 48.65%-39.7pp |
| Employer contribution / active EE | $3,236 | $4,008-19.3% | $4,036-19.8% | $2,182+48.3% |
| Participant deferral / active EE | $11,422 | $7,027+62.5% | $4,899+133.1% | $3,356+240.3% |
| Admin fee / account holder | $52 | $78-33.2% | $6,220-99.2% | $70-25.7% |