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 | $19,622 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,674 | $58,879-68.3% | $178,490-89.5% | $73,488-74.6% |
| Participation rate | 77.2% | 66.2%+11.0pp | 81.9%-4.7pp | 70.7%+6.5pp |
| Annual return | 10.57% | 24.86%-14.3pp | 151.07%-140.5pp | 28.51%-17.9pp |
| Employer contribution / active EE | $1,121 | $2,236-49.9% | $5,011-77.6% | $2,270-50.6% |
| Participant deferral / active EE | $1,678 | $2,567-34.6% | $5,202-67.7% | $3,740-55.1% |
| Admin fee / account holder | $194 | $400-51.5% | $13,984-98.6% | $513-62.1% |