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 | $8,430 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,090 | $61,272-34.6% | $149,673-73.2% | $71,457-43.9% |
| Participation rate | 75.8% | 62.5%+13.3pp | 78.8%-3.0pp | 67.9%+7.8pp |
| Annual return | 18.68% | 35.85%-17.2pp | 134.42%-115.7pp | 28.85%-10.2pp |
| Employer contribution / active EE | $5,904 | $2,378+148.2% | $4,818+22.6% | $2,588+128.2% |
| Participant deferral / active EE | $1,038 | $2,917-64.4% | $5,680-81.7% | $4,289-75.8% |
| Admin fee / account holder | $53 | $1,261-95.8% | $13,210-99.6% | $1,587-96.6% |