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 INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $123,100 |
MBG RETIREMENT4 years Service code 16 11700 KATY FREEWAY · HOUSTON, TX 77079 | Consulting | $59,166 |
MELTON & MELTON LLP1 year Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $13,500 |
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 | $52,784 | $53,136-0.7% | $155,509-66.1% | $199,593-73.6% |
| Participation rate | 47.2% | 64.1%-16.9pp | 78.2%-31.0pp | 72.0%-24.8pp |
| Annual return | 17.43% | 41.15%-23.7pp | 64.67%-47.2pp | 34.25%-16.8pp |
| Employer contribution / active EE | $795 | $1,851-57.0% | $4,672-83.0% | $3,034-73.8% |
| Participant deferral / active EE | $3,005 | $3,161-4.9% | $5,626-46.6% | $5,087-40.9% |
| Admin fee / account holder | $145 | $185-21.9% | $15,912-99.1% | $269-46.2% |