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 Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $2,478 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $414,901 | $55,472+647.9% | $155,567+166.7% | $74,546+456.6% |
| Participation rate | 96.4% | 61.9%+34.5pp | 78.2%+18.2pp | 67.2%+29.2pp |
| Annual return | 17.10% | 268.72%-251.6pp | 64.74%-47.6pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $18,326 | $2,269+707.7% | $4,674+292.1% | $2,624+598.3% |
| Participant deferral / active EE | $15,303 | $2,838+439.3% | $5,628+171.9% | $4,347+252.0% |
| Admin fee / account holder | $17 | $1,743-99.0% | $15,916-99.9% | $1,944-99.1% |