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 7-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 PLANS, INC.7+ years Filed as: RETIREMENT PLANS INC. Service code 16 · EIN 90-0734163 | Consulting | $24,949 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,142 | $82,917-57.6% | $103,333-66.0% | $77,643-54.7% |
| Participation rate | 62.4% | 71.6%-9.2pp | 74.5%-12.2pp | 70.6%-8.2pp |
| Annual return | 12.60% | 19.13%-6.5pp | 24.88%-12.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,440 | $3,552-59.4% | $3,868-62.8% | $2,726-47.2% |
| Participant deferral / active EE | $2,010 | $4,108-51.1% | $5,057-60.3% | $4,647-56.8% |
| Admin fee / account holder | $139 | $638-78.1% | $8,355-98.3% | $430-67.6% |