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 6-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, L Service code 14 PO BOX 306462 · NASHVILLE, TN 372306462 | Plan Administrator | $8,804 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,853 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,389 | $87,870-23.3% | $113,168-40.5% | $74,304-9.3% |
| Participation rate | 97.3% | 70.7%+26.5pp | 76.6%+20.7pp | 60.3%+36.9pp |
| Annual return | 16.36% | 26.44%-10.1pp | 24.27%-7.9pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,138 | $2,277-6.1% | $2,975-28.1% | $2,241-4.6% |
| Participant deferral / active EE | $3,997 | $4,241-5.7% | $5,107-21.7% | $3,767+6.1% |
| Admin fee / account holder | $681 | $3,368-79.8% | $12,068-94.4% | $2,969-77.1% |