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 6-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 Service code 13 · EIN 38-2712991 | Contract Administrator | $14,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,879 | $37,393-14.7% | $77,024-58.6% | $66,914-52.4% |
| Participation rate | 37.7% | 52.9%-15.1pp | 67.9%-30.2pp | 69.8%-32.1pp |
| Annual return | -9.70% | -3.29%-6.4pp | 42.32%-52.0pp | 1.58%-11.3pp |
| Employer contribution / active EE | $896 | $1,531-41.5% | $2,812-68.2% | $2,544-64.8% |
| Participant deferral / active EE | $1,940 | $2,617-25.9% | $4,426-56.2% | $4,237-54.2% |
| Admin fee / account holder | $210 | $567-63.0% | $5,425-96.1% | $593-64.6% |