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 | $4,114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,575 | $52,953+55.9% | $172,739-52.2% | $65,185+26.7% |
| Participation rate | 29.7% | 66.2%-36.5pp | 82.6%-52.9pp | 70.2%-40.5pp |
| Annual return | 19.33% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $540 | $2,190-75.3% | $5,143-89.5% | $2,177-75.2% |
| Participant deferral / active EE | $1,188 | $2,471-51.9% | $5,198-77.1% | $3,514-66.2% |
| Admin fee / account holder | $69 | $472-85.5% | $13,954-99.5% | $847-91.9% |