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 LLC3+ years Filed as: MMC SECURITIES Service code 27 P.O. BOX 28405 · NEW YORK, NY 10087 | Advisory (Plan) | $29,250 |
T ROWE PRICE RPS INC3+ years Service code 15 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,463 | $80,753+220.1% | $136,294+89.6% | $62,292+314.9% |
| Participation rate | 83.0% | 73.5%+9.4pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 18.19% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $10,127 | $2,884+251.2% | $4,695+115.7% | $2,042+395.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $267 | $525-49.2% | $9,243-97.1% | $479-44.3% |