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 15 · EIN 38-3712991 | Recordkeeping | $45,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,178 | $59,417-17.2% | $93,606-47.5% | $74,495-34.0% |
| Participation rate | 61.7% | 59.7%+2.1pp | 68.7%-7.0pp | 67.2%-5.5pp |
| Annual return | 10.76% | 81.83%-71.1pp | 133.20%-122.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,576 | $1,264+24.7% | $2,420-34.9% | $2,623-39.9% |
| Participant deferral / active EE | $2,488 | $3,050-18.4% | $4,411-43.6% | $4,346-42.8% |
| Admin fee / account holder | $371 | $3,021-87.7% | $8,285-95.5% | $1,942-80.9% |