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 | $26,411 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,259 | $55,415-40.0% | $155,509-78.6% | $74,495-55.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.62% | 268.50%-252.9pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $4,415 | $2,267+94.7% | $4,672-5.5% | $2,623+68.3% |
| Participant deferral / active EE | $1,068 | $2,836-62.3% | $5,626-81.0% | $4,346-75.4% |
| Admin fee / account holder | $113 | $1,738-93.5% | $15,912-99.3% | $1,942-94.2% |