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 10-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $56,815 |
RETIREMENT, LLC4 years Filed as: RETIREMENT LLC Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, STE B · OKLAHOMA CITY, OK 73134 | Recordkeeping | $9,765 |
Employer contribution per participant 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 | $52,126 | $44,642+16.8% | $91,220-42.9% | $66,914-22.1% |
| Participation rate | 99.3% | 64.9%+34.4pp | 73.2%+26.1pp | 69.8%+29.5pp |
| Annual return | 7.31% | -12.29%+19.6pp | 114.01%-106.7pp | 1.58%+5.7pp |
| Employer contribution / active EE | $207 | $1,706-87.8% | $2,850-92.7% | $2,544-91.9% |
| Participant deferral / active EE | $2,072 | $3,349-38.1% | $4,234-51.1% | $4,237-51.1% |
| Admin fee / account holder | $65 | $521-87.5% | $5,420-98.8% | $593-89.0% |