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 INC6+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $196,719 |
MBG RETIREMENT6+ 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 | $5,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,282 | $160,882-41.4% | $200,582-53.0% | $102,872-8.4% |
| Participation rate | 95.0% | 91.2%+3.9pp | 86.9%+8.2pp | 73.0%+22.0pp |
| Annual return | 18.06% | 18.15%-0.1pp | 42.33%-24.3pp | 19.06%-1.0pp |
| Employer contribution / active EE | $4,216 | $5,602-24.8% | $6,419-34.3% | $3,526+19.5% |
| Participant deferral / active EE | $10,812 | $9,300+16.3% | $9,331+15.9% | $5,535+95.3% |
| Admin fee / account holder | $98 | $125-21.1% | $16,305-99.4% | $292-66.3% |