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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $934 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,512 | $80,753+238.7% | $136,294+100.7% | $62,292+339.1% |
| Participation rate | 97.5% | 73.5%+24.0pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 21.82% | 35.83%-14.0pp | 5155.94%-5134.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $3,865 | $2,884+34.0% | $4,695-17.7% | $2,042+89.3% |
| Participant deferral / active EE | $12,590 | $5,164+143.8% | $6,247+101.5% | $3,169+297.3% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.5% |