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 6-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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $230,741 |
MBG RETIREMENT2+ years Service code 16 11700 KATY FREEWAY · HOUSTON, TX 77079 | Consulting | $74,070 |
Filed as: MCCONNELL AND JONES Service code 10 4828 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | Accounting | $25,295 |
FRAZIER & DEETER, LLC2+ years Filed as: FRAZIER & DEETER Service code 27 1230 PEACHTREE STREET · ATLANTA, GA 30309 | Advisory (Plan) | $5,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,950 | $118,337-62.9% | $189,513-76.8% | $93,030-52.8% |
| Participation rate | 90.0% | 89.1%+1.0pp | 87.8%+2.2pp | 73.9%+16.1pp |
| Annual return | 30.22% | 21.77%+8.4pp | 555.15%-524.9pp | 158.70%-128.5pp |
| Employer contribution / active EE | $1,847 | $4,204-56.1% | $6,162-70.0% | $2,706-31.8% |
| Participant deferral / active EE | $6,433 | $7,123-9.7% | $8,221-21.8% | $4,562+41.0% |
| Admin fee / account holder | $104 | $100+4.6% | $12,045-99.1% | $152-31.3% |