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 |
|---|---|---|
RPCSI3 years Service code 49 | Other Services | $605 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $195 |
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 | $12,341 | $81,248-84.8% | $155,509-92.1% | $80,856-84.7% |
| Participation rate | 79.5% | 66.2%+13.2pp | 78.2%+1.3pp | 67.6%+11.8pp |
| Annual return | 12.84% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,059 | $3,100-33.6% | $4,672-55.9% | $2,755-25.3% |
| Participant deferral / active EE | $2,321 | $3,452-32.8% | $5,626-58.8% | $4,296-46.0% |
| Admin fee / account holder | $20 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |