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 |
|---|---|---|
Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FT WAYNE, IN 46801 | Contract Administrator | $15,932 |
Filed as: RETIREMENT PLANNING, INC. Service code 15 · EIN 38-2783670 500 CASCADE WEST PARKWAY SE · GRAND RAPIDS, MI 49546 | Recordkeeping | $2,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,432 | $58,726-29.4% | $92,233-55.1% | $62,292-33.5% |
| Participation rate | 65.9% | 68.3%-2.4pp | 76.5%-10.5pp | 69.5%-3.6pp |
| Annual return | 10.20% | 43.62%-33.4pp | 176.28%-166.1pp | 28.90%-18.7pp |
| Employer contribution / active EE | $893 | $2,392-62.7% | $3,679-75.7% | $2,042-56.3% |
| Participant deferral / active EE | $2,094 | $2,766-24.3% | $3,897-46.3% | $3,169-33.9% |
| Admin fee / account holder | $184 | $556-67.0% | $5,194-96.5% | $479-61.7% |