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 | $62,419 |
MBG RETIREMENT5 years Service code 16 11700 KATY FREEWAY · HOUSTON, TX 77079 | Consulting | $23,762 |
MELTON & MELTON LLP2 years 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 | $65,957 | $57,610+14.5% | $154,803-57.4% | $102,872-35.9% |
| Participation rate | 30.7% | 59.5%-28.7pp | 78.1%-47.3pp | 73.0%-42.3pp |
| Annual return | 17.99% | 30.49%-12.5pp | 58.88%-40.9pp | 19.06%-1.1pp |
| Employer contribution / active EE | $249 | $1,883-86.8% | $4,305-94.2% | $3,526-92.9% |
| Participant deferral / active EE | $1,633 | $2,914-44.0% | $5,540-70.5% | $5,535-70.5% |
| Admin fee / account holder | $158 | $368-57.2% | $14,329-98.9% | $292-46.1% |