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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,720 |
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 | $281,846 | $95,274+195.8% | $135,903+107.4% | $74,419+278.7% |
| Participation rate | 98.7% | 78.2%+20.5pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 21.98% | 32.77%-10.8pp | 68.23%-46.3pp | 34.38%-12.4pp |
| Employer contribution / active EE | $7,133 | $3,874+84.1% | $4,856+46.9% | $2,637+170.5% |
| Participant deferral / active EE | $12,429 | $7,782+59.7% | $7,758+60.2% | $4,528+174.5% |
| Admin fee / account holder | $3 | $266-98.7% | $10,762-100.0% | $348-99.0% |