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 10-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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 38-3712991 | Recordkeeping | $19,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,292 | $84,233-73.5% | $170,442-86.9% | $70,131-68.2% |
| Participation rate | 66.3% | 70.8%-4.5pp | 83.6%-17.3pp | 69.5%-3.2pp |
| Annual return | 14.22% | 23.06%-8.8pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $483 | $3,387-85.7% | $5,433-91.1% | $2,342-79.4% |
| Participant deferral / active EE | $1,210 | $3,086-60.8% | $4,939-75.5% | $3,332-63.7% |
| Admin fee / account holder | $274 | $5,698-95.2% | $13,880-98.0% | $4,645-94.1% |