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: THE RETIREMENT PLAN COMPANY, LLC Service code 60 | Sub-TA Fees | $5,177 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-2712991 | Contract Administrator | $5,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,029 | $129,021-26.3% | $184,203-48.4% | $77,643+22.4% |
| Participation rate | 90.1% | 87.3%+2.8pp | 86.8%+3.3pp | 70.6%+19.6pp |
| Annual return | 47.09% | 33.27%+13.8pp | 28.81%+18.3pp | 31.24%+15.9pp |
| Employer contribution / active EE | $2,468 | $4,413-44.1% | $6,427-61.6% | $2,726-9.5% |
| Participant deferral / active EE | $5,259 | $7,297-27.9% | $9,131-42.4% | $4,647+13.2% |
| Admin fee / account holder | $6 | $254-97.8% | $13,901-100.0% | $430-98.7% |