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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $253,954 |
MBG RETIREMENT3 years Service code 27 11700 KATY FREEWAY · HOUSTON, TX 77079 | Advisory (Plan) | $80,000 |
MELTON & MELTON LLP1 year Filed as: MELTON & MELTON Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $6,263 |
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 | $103,560 | $64,311+61.0% | $110,238-6.1% | $75,289+37.5% |
| Participation rate | 96.1% | 79.3%+16.8pp | 79.8%+16.2pp | 72.4%+23.6pp |
| Annual return | -3.83% | -1.74%-2.1pp | 314.74%-318.6pp | -0.04%-3.8pp |
| Employer contribution / active EE | $3,667 | $2,404+52.6% | $3,826-4.2% | $2,405+52.5% |
| Participant deferral / active EE | $6,923 | $3,892+77.9% | $4,672+48.2% | $3,739+85.2% |
| Admin fee / account holder | $129 | $88+47.7% | $8,547-98.5% | $102+26.5% |