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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $78,045 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $62,500 |
MERCADIEN PC, CPAS2 years Filed as: MERCADIEN PC CPA Service code 10 3625 QUAKER BRIDGE RD · HAMILTON, NJ 08619 | Accounting | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,377 | $62,624+121.0% | $177,989-22.3% | $77,643+78.2% |
| Participation rate | 90.3% | 66.8%+23.5pp | 77.1%+13.2pp | 70.6%+19.7pp |
| Annual return | 14.41% | 16.16%-1.7pp | 294.48%-280.1pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,956 | $1,909+107.2% | $3,949+0.2% | $2,726+45.1% |
| Participant deferral / active EE | $7,081 | $4,219+67.8% | $6,276+12.8% | $4,647+52.4% |
| Admin fee / account holder | $234 | $386-39.4% | $10,363-97.7% | $430-45.7% |