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 | $20,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,802 | $52,953-62.6% | $172,739-88.5% | $65,185-69.6% |
| Participation rate | 63.5% | 66.2%-2.7pp | 82.6%-19.2pp | 70.2%-6.7pp |
| Annual return | 18.02% | 30.12%-12.1pp | 802.84%-784.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $821 | $2,190-62.5% | $5,143-84.0% | $2,177-62.3% |
| Participant deferral / active EE | $1,218 | $2,471-50.7% | $5,198-76.6% | $3,514-65.3% |
| Admin fee / account holder | $218 | $472-53.8% | $13,954-98.4% | $847-74.3% |