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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $176,836 |
MBG RETIREMENT8 years Service code 16 11700 KATY FREEWAY · HOUSTON, TX 77079 | Consulting | $80,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,260 | $84,993+65.0% | $129,995+7.9% | $80,160+75.0% |
| Participation rate | 96.0% | 79.5%+16.5pp | 78.5%+17.5pp | 72.9%+23.1pp |
| Annual return | 17.30% | 23.76%-6.5pp | -137.18%+154.5pp | 40.38%-23.1pp |
| Employer contribution / active EE | $7,568 | $3,051+148.0% | $4,320+75.2% | $2,978+154.2% |
| Participant deferral / active EE | $7,454 | $4,984+49.6% | $5,820+28.1% | $5,017+48.6% |
| Admin fee / account holder | $155 | $391-60.3% | $10,614-98.5% | $145+7.1% |