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 5-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 |
|---|---|---|
RPCSI2 years Service code 49 | Other Services | $446 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $157 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 | Other Services | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,709 | $77,899-87.5% | $149,673-93.5% | $75,163-87.1% |
| Participation rate | 85.7% | 65.6%+20.1pp | 78.8%+6.9pp | 67.2%+18.5pp |
| Annual return | 17.01% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,939 | $3,137-38.2% | $4,818-59.7% | $2,670-27.4% |
| Participant deferral / active EE | $2,433 | $3,411-28.7% | $5,680-57.2% | $4,125-41.0% |
| Admin fee / account holder | $25 | $5,956-99.6% | $13,210-99.8% | $5,651-99.6% |