See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $56,436 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,784 | $91,407+43.1% | $135,903-3.8% | $71,457+83.0% |
| Participation rate | 91.0% | 75.7%+15.4pp | 81.9%+9.1pp | 67.9%+23.1pp |
| Annual return | 13.15% | 29.90%-16.7pp | 68.23%-55.1pp | 28.85%-15.7pp |
| Employer contribution / active EE | $5,444 | $3,703+47.0% | $4,856+12.1% | $2,588+110.4% |
| Participant deferral / active EE | $7,817 | $7,092+10.2% | $7,758+0.8% | $4,289+82.3% |
| Admin fee / account holder | $306 | $1,266-75.8% | $10,762-97.2% | $1,587-80.7% |