Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,838 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,809 |
RETIREMENT SOLUTION GROUP4 years Service code 15 · EIN 20-2668095 | Recordkeeping | $1,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,598 | $84,936-16.9% | $111,303-36.6% | $79,393-11.1% |
| Participation rate | 55.7% | 75.9%-20.2pp | 77.3%-21.7pp | 70.7%-15.0pp |
| Annual return | 10.79% | 17.45%-6.7pp | 54.66%-43.9pp | 116.87%-106.1pp |
| Employer contribution / active EE | $225 | $1,979-88.6% | $2,731-91.7% | $2,428-90.7% |
| Participant deferral / active EE | $2,177 | $3,888-44.0% | $4,487-51.5% | $4,046-46.2% |
| Admin fee / account holder | $375 | $537-30.2% | $7,966-95.3% | $627-40.1% |