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 |
|---|---|---|
MPR1 year Filed as: MPR ASSOCIATES INC Service code 16 320 KING STREET · ALEXANDRIA, VA 22314 | Consulting | $158,985 |
MMA SECURITIES LLC4+ years Filed as: MMC SECURITIES Service code 16 PO BOX 28405 · NEW YORK, NY 10087 | Consulting | $37,800 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $346,751 | $73,102+374.3% | $123,544+180.7% | $56,287+516.0% |
| Participation rate | 97.5% | 74.3%+23.2pp | 82.3%+15.2pp | 69.9%+27.6pp |
| Annual return | 168.81% | 3.01%+165.8pp | 119.20%+49.6pp | -9.96%+178.8pp |
| Employer contribution / active EE | $16,662 | $2,977+459.7% | $4,628+260.0% | $2,111+689.3% |
| Participant deferral / active EE | $10,019 | $5,423+84.8% | $6,426+55.9% | $3,350+199.1% |
| Admin fee / account holder | $380 | $554-31.5% | $9,284-95.9% | $521-27.1% |