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 |
|---|---|---|
RETIREMENT SERVICE GROUP INC2 years Filed as: RETIREMENT SERVICE GROUP INC. Service code 13 · EIN 37-1909306 | Contract Administrator | $3,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,930 | $81,460+7.9% | $103,333-14.9% | $80,856+8.7% |
| Participation rate | 74.1% | 66.8%+7.2pp | 74.5%-0.4pp | 67.6%+6.4pp |
| Annual return | 8.42% | 25.55%-17.1pp | 24.88%-16.5pp | 35.59%-27.2pp |
| Employer contribution / active EE | $3,356 | $3,105+8.1% | $3,868-13.2% | $2,755+21.8% |
| Participant deferral / active EE | $5,968 | $3,869+54.3% | $5,057+18.0% | $4,296+38.9% |
| Admin fee / account holder | $365 | $6,566-94.4% | $8,355-95.6% | $6,918-94.7% |