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 4-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 |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: RYAN ESPING, MMA SECURITIES LLC Service code 22 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Insurance Broker | $7,000 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 43-1581814 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,634 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,658 | $104,475-97.5% | $159,436-98.3% | $79,386-96.7% |
| Participation rate | 75.3% | 76.6%-1.4pp | 82.8%-7.6pp | 70.7%+4.5pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,449 | $6,467-62.1% | $7,352-66.7% | $4,046-39.5% |
| Admin fee / account holder | $84 | $711-88.1% | $10,799-99.2% | $626-86.5% |