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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $3,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,555 | $46,732+8.2% | $156,549-67.7% | $55,167-8.4% |
| Participation rate | 28.8% | 65.8%-37.0pp | 84.0%-55.2pp | 69.0%-40.2pp |
| Annual return | 7.15% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $548 | $2,105-74.0% | $5,501-90.0% | $1,963-72.1% |
| Participant deferral / active EE | $1,263 | $2,204-42.7% | $4,871-74.1% | $3,054-58.7% |
| Admin fee / account holder | $48 | $418-88.4% | $13,027-99.6% | $504-90.4% |