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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $243,775 |
MBG RETIREMENT4+ 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 | $23,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,107 | $112,686-51.1% | $169,993-67.6% | $80,160-31.3% |
| Participation rate | 94.5% | 87.4%+7.1pp | 87.0%+7.5pp | 72.9%+21.6pp |
| Annual return | 21.19% | 67.04%-45.9pp | 53.37%-32.2pp | 40.38%-19.2pp |
| Employer contribution / active EE | $3,553 | $4,481-20.7% | $6,785-47.6% | $2,978+19.3% |
| Participant deferral / active EE | $8,865 | $7,876+12.6% | $10,408-14.8% | $5,017+76.7% |
| Admin fee / account holder | $109 | $99+9.9% | $12,815-99.2% | $145-24.9% |