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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $202,061 |
MBG RETIREMENT9 years Service code 16 11700 KATY FREEWAY · HOUSTON, TX 77079 | Consulting | $80,000 |
MELTON & MELTON LLP9 years Filed as: MELTON & MELTON, LLP Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $14,000 |
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 | $153,489 | $2,679,533-94.3% | $164,813-6.9% | $199,593-23.1% |
| Participation rate | 95.2% | 78.3%+16.8pp | 78.6%+16.6pp | 72.0%+23.2pp |
| Annual return | 12.31% | 17.93%-5.6pp | 69.93%-57.6pp | 34.25%-21.9pp |
| Employer contribution / active EE | $6,406 | $2,970+115.7% | $4,341+47.6% | $3,034+111.1% |
| Participant deferral / active EE | $8,272 | $5,010+65.1% | $6,031+37.1% | $5,087+62.6% |
| Admin fee / account holder | $169 | $1,982-91.5% | $12,690-98.7% | $269-37.1% |