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 | $2,468 |
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 | $475,174 | $49,915+852.0% | $154,803+207.0% | $74,304+539.5% |
| Participation rate | 98.3% | 54.0%+44.3pp | 78.1%+20.2pp | 60.3%+37.9pp |
| Annual return | 16.39% | 34.06%-17.7pp | 58.88%-42.5pp | 29.43%-13.0pp |
| Employer contribution / active EE | $16,118 | $1,611+900.4% | $4,305+274.4% | $2,241+619.2% |
| Participant deferral / active EE | $15,346 | $2,255+580.6% | $5,540+177.0% | $3,767+307.3% |
| Admin fee / account holder | $16 | $2,189-99.3% | $14,329-99.9% | $2,969-99.5% |