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 | $1,925 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,097 | $58,879+70.0% | $178,490-43.9% | $73,488+36.2% |
| Participation rate | 29.2% | 66.2%-37.0pp | 81.9%-52.7pp | 70.7%-41.5pp |
| Annual return | 21.14% | 24.86%-3.7pp | 151.07%-129.9pp | 28.51%-7.4pp |
| Employer contribution / active EE | $607 | $2,236-72.8% | $5,011-87.9% | $2,270-73.2% |
| Participant deferral / active EE | $1,350 | $2,567-47.4% | $5,202-74.0% | $3,740-63.9% |
| Admin fee / account holder | $31 | $400-92.2% | $13,984-99.8% | $513-93.9% |