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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $743 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $298,385 | $72,137+313.6% | $142,449+109.5% | $71,457+317.6% |
| Participation rate | 97.0% | 71.7%+25.3pp | 76.8%+20.2pp | 67.9%+29.1pp |
| Annual return | 21.10% | 21.15%0pp | 19.99%+1.1pp | 28.85%-7.7pp |
| Employer contribution / active EE | $14,407 | $3,793+279.8% | $4,847+197.2% | $2,588+456.8% |
| Participant deferral / active EE | $12,729 | $5,280+141.1% | $6,283+102.6% | $4,289+196.8% |
| Admin fee / account holder | $1,057 | $1,433-26.3% | $10,011-89.4% | $1,587-33.4% |