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 INC5+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $225,240 |
MBG RETIREMENT5+ 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 | $24,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,591 | $122,693-39.2% | $184,203-59.5% | $199,593-62.6% |
| Participation rate | 93.7% | 86.8%+6.9pp | 86.8%+6.9pp | 72.0%+21.7pp |
| Annual return | 17.69% | 143.91%-126.2pp | 28.81%-11.1pp | 34.25%-16.6pp |
| Employer contribution / active EE | $3,835 | $4,584-16.4% | $6,427-40.3% | $3,034+26.4% |
| Participant deferral / active EE | $9,810 | $7,990+22.8% | $9,131+7.4% | $5,087+92.8% |
| Admin fee / account holder | $114 | $121-5.2% | $13,901-99.2% | $269-57.5% |