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 |
|---|---|---|
RETIREMENT PLANOLOGY INC2 years Filed as: RETIREMENT PLANOLOGY, INC Service code 27 · EIN 46-5341130 | Advisory (Plan) | $23,769 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,415 | $54,350+99.5% | $82,719+31.1% | $68,494+58.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.13% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $5,824 | $2,218+162.5% | $3,009+93.5% | $2,596+124.3% |
| Participant deferral / active EE | $8,932 | $3,246+175.2% | $4,395+103.2% | $4,027+121.8% |
| Admin fee / account holder | $314 | $4,395-92.9% | $5,329-94.1% | $5,403-94.2% |