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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $229,481 |
MBG RETIREMENT3+ years Service code 16 11700 KATY FREEWAY · HOUSTON, TX 77079 | Consulting | $70,000 |
Filed as: MCCONNELL AND JONES Service code 10 4828 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | Accounting | $23,745 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,882 | $95,918-57.4% | $151,611-73.0% | $77,904-47.5% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.5%+6.3pp | 73.7%+20.2pp |
| Annual return | -17.31% | -5.50%-11.8pp | 3.33%-20.6pp | 12.21%-29.5pp |
| Employer contribution / active EE | $3,343 | $4,330-22.8% | $6,166-45.8% | $2,848+17.4% |
| Participant deferral / active EE | $8,386 | $7,508+11.7% | $8,363+0.3% | $4,806+74.5% |
| Admin fee / account holder | $98 | $93+5.2% | $11,616-99.2% | $133-26.0% |