See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $97,743 |
MBG RETIREMENT3 years Service code 16 11700 KATY FREEWAY · HOUSTON, TX 77079 | Consulting | $49,938 |
MELTON & MELTON LLP2 years Filed as: MELTON & MELTON Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,832 | $50,127-6.6% | $149,673-68.7% | $80,160-41.6% |
| Participation rate | 48.7% | 64.3%-15.6pp | 78.8%-30.1pp | 72.9%-24.2pp |
| Annual return | 22.92% | 29.82%-6.9pp | 134.42%-111.5pp | 40.38%-17.5pp |
| Employer contribution / active EE | $799 | $1,865-57.2% | $4,818-83.4% | $2,978-73.2% |
| Participant deferral / active EE | $2,844 | $3,194-11.0% | $5,680-49.9% | $5,017-43.3% |
| Admin fee / account holder | $111 | $153-27.1% | $13,210-99.2% | $145-23.2% |