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 9-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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $407,635 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $105,000 |
FORVIS MAZARS, LLP1 year Service code 10 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Accounting | $6,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,069 | $73,283-52.1% | $155,509-77.4% | $106,382-67.0% |
| Participation rate | 32.3% | 73.3%-41.0pp | 78.2%-45.9pp | 69.9%-37.6pp |
| Annual return | 20.63% | 15.77%+4.9pp | 64.67%-44.0pp | 17.37%+3.3pp |
| Employer contribution / active EE | $711 | $2,247-68.4% | $4,672-84.8% | $3,364-78.9% |
| Participant deferral / active EE | $2,035 | $4,580-55.6% | $5,626-63.8% | $5,569-63.5% |
| Admin fee / account holder | $75 | $56+33.7% | $15,912-99.5% | $79-5.4% |