See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $13,150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,479 | $88,083-71.1% | $164,813-84.5% | $74,495-65.8% |
| Participation rate | 83.2% | 73.0%+10.1pp | 78.6%+4.6pp | 67.2%+16.0pp |
| Annual return | 15.22% | 17.26%-2.0pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,676 | $2,593-35.4% | $4,341-61.4% | $2,623-36.1% |
| Participant deferral / active EE | $2,557 | $4,498-43.1% | $6,031-57.6% | $4,346-41.2% |
| Admin fee / account holder | $69 | $2,234-96.9% | $12,690-99.5% | $1,942-96.5% |