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 8-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 INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $191,426 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $65,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,865 | $122,186+17.7% | $146,958-2.1% | $199,593-27.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 82.2%-2.1pp | 72.0%+8.1pp |
| Annual return | -4.19% | 30.56%-34.7pp | 418.34%-422.5pp | 34.25%-38.4pp |
| Employer contribution / active EE | $6,956 | $4,093+70.0% | $4,933+41.0% | $3,034+129.3% |
| Participant deferral / active EE | $10,696 | $8,502+25.8% | $8,070+32.5% | $5,087+110.3% |
| Admin fee / account holder | $105 | $179-41.1% | $12,998-99.2% | $269-60.8% |