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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,042 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $20,057 |
LPL FINANCIAL6 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $18,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $213,603 | $91,407+133.7% | $135,903+57.2% | $71,457+198.9% |
| Participation rate | 94.3% | 75.7%+18.6pp | 81.9%+12.4pp | 67.9%+26.3pp |
| Annual return | 14.51% | 29.90%-15.4pp | 68.23%-53.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $3,279 | $3,703-11.5% | $4,856-32.5% | $2,588+26.7% |
| Participant deferral / active EE | $10,409 | $7,092+46.8% | $7,758+34.2% | $4,289+142.7% |
| Admin fee / account holder | $423 | $1,266-66.6% | $10,762-96.1% | $1,587-73.4% |