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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $166,907 |
MBG RETIREMENT7 years Service code 16 11700 KATY FREEWAY · HOUSTON, TX 77079 | Consulting | $80,000 |
RAMSEY SOLUTIONS2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $15,532 |
MELTON & MELTON LLP5 years Filed as: MELTON & MELTON Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $13,500 |
THE LAMPO GROUP, INC.4 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $7,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,127 | $84,000+49.0% | $119,609+4.6% | $77,904+60.6% |
| Participation rate | 96.2% | 77.8%+18.4pp | 79.3%+16.9pp | 73.7%+22.5pp |
| Annual return | -16.38% | -11.59%-4.8pp | -14.97%-1.4pp | 12.21%-28.6pp |
| Employer contribution / active EE | $7,644 | $2,907+163.0% | $4,232+80.6% | $2,848+168.5% |
| Participant deferral / active EE | $7,614 | $4,705+61.8% | $5,602+35.9% | $4,806+58.4% |
| Admin fee / account holder | $189 | $116+62.8% | $10,323-98.2% | $133+42.3% |