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 24 · EIN 38-3712991 | Discretionary Trustee | $57,533 |
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 | $153,270 | $84,487+81.4% | $125,339+22.3% | $66,914+129.1% |
| Participation rate | 94.4% | 76.4%+18.0pp | 82.4%+12.0pp | 69.8%+24.6pp |
| Annual return | -14.12% | -8.39%-5.7pp | 572.05%-586.2pp | 1.58%-15.7pp |
| Employer contribution / active EE | $6,180 | $3,553+73.9% | $4,814+28.4% | $2,544+142.9% |
| Participant deferral / active EE | $7,880 | $6,781+16.2% | $7,446+5.8% | $4,237+86.0% |
| Admin fee / account holder | $320 | $685-53.3% | $10,010-96.8% | $593-46.1% |