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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $49,513 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $16,249 |
MBG RETIREMENT4 years Service code 27 11700 KATY FREEWAY · HOUSTON, TX 77079 | Advisory (Plan) | $10,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,580 | $66,051+6.9% | $92,893-24.0% | $77,787-9.3% |
| Participation rate | 28.4% | 81.0%-52.6pp | 76.0%-47.6pp | 73.2%-44.8pp |
| Annual return | 21.48% | 20.69%+0.8pp | 109.41%-87.9pp | 32.57%-11.1pp |
| Employer contribution / active EE | $339 | $3,426-90.1% | $3,653-90.7% | $2,504-86.5% |
| Participant deferral / active EE | $2,163 | $3,013-28.2% | $4,236-48.9% | $3,967-45.5% |
| Admin fee / account holder | $168 | $148+13.6% | $5,794-97.1% | $100+67.7% |