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 INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $148,597 |
MBG RETIREMENT5 years Service code 16 11700 KATY FREEWAY · HOUSTON, TX 77079 | Consulting | $52,359 |
MELTON & MELTON LLP2 years Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $14,000 |
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 | $60,343 | $57,610+4.7% | $154,803-61.0% | $102,872-41.3% |
| Participation rate | 49.9% | 59.5%-9.5pp | 78.1%-28.1pp | 73.0%-23.1pp |
| Annual return | 27.20% | 30.49%-3.3pp | 58.88%-31.7pp | 19.06%+8.1pp |
| Employer contribution / active EE | $877 | $1,883-53.4% | $4,305-79.6% | $3,526-75.1% |
| Participant deferral / active EE | $3,216 | $2,914+10.4% | $5,540-42.0% | $5,535-41.9% |
| Admin fee / account holder | $104 | $368-71.8% | $14,329-99.3% | $292-64.5% |