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 |
|---|---|---|
STARR-MATHEWS FINANCIAL, LLC3 years Service code 27 108 NORTH COURT STREET · CALHOUN, GA 30701 | Advisory (Plan) | $15,230 |
Filed as: THE RETIREMENT PLAN COMPANY LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $7,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,269 | $66,302-81.5% | $110,238-88.9% | $56,287-78.2% |
| Participation rate | 34.0% | 74.9%-40.9pp | 79.8%-45.8pp | 69.9%-35.9pp |
| Annual return | -9.78% | -1.18%-8.6pp | 314.74%-324.5pp | -9.96%+0.2pp |
| Employer contribution / active EE | $228 | $2,047-88.8% | $3,826-94.0% | $2,111-89.2% |
| Participant deferral / active EE | $1,024 | $3,381-69.7% | $4,672-78.1% | $3,350-69.4% |
| Admin fee / account holder | $212 | $698-69.7% | $8,547-97.5% | $521-59.3% |