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 42-0127290 | Contract Administrator | $45,894 |
EMBREE FINANCIAL GROUP2 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $26,923 |
Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 13 · EIN 13-4271932 | Contract Administrator | $6,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,063 | $72,607+13.0% | $90,749-9.6% | $66,914+22.6% |
| Participation rate | 70.6% | 73.7%-3.0pp | 75.7%-5.0pp | 69.8%+0.8pp |
| Annual return | -17.23% | -12.28%-4.9pp | -12.16%-5.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,130 | $2,369-10.1% | $2,921-27.1% | $2,544-16.3% |
| Participant deferral / active EE | $4,340 | $3,977+9.1% | $4,564-4.9% | $4,237+2.4% |
| Admin fee / account holder | $455 | $707-35.6% | $8,445-94.6% | $593-23.2% |