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 |
|---|---|---|
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $150 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $50 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,432 | $51,466+38.8% | $78,778-9.3% | $62,292+14.7% |
| Participation rate | 40.9% | 59.8%-18.8pp | 69.2%-28.2pp | 69.5%-28.6pp |
| Annual return | 12.67% | 19.96%-7.3pp | 35.62%-23.0pp | 28.90%-16.2pp |
| Employer contribution / active EE | $798 | $827-3.5% | $1,986-59.8% | $2,042-60.9% |
| Participant deferral / active EE | $1,674 | $2,147-22.0% | $2,958-43.4% | $3,169-47.2% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |