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 | $2,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,328 | $65,061+48.1% | $143,757-33.0% | $66,914+44.0% |
| Participation rate | 27.5% | 65.2%-37.7pp | 80.3%-52.8pp | 69.8%-42.3pp |
| Annual return | -19.94% | -11.14%-8.8pp | -0.04%-19.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $3,773 | $2,361+59.8% | $4,951-23.8% | $2,544+48.3% |
| Participant deferral / active EE | $1,271 | $2,919-56.5% | $5,637-77.4% | $4,237-70.0% |
| Admin fee / account holder | $35 | $502-92.9% | $14,673-99.8% | $593-94.0% |