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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 38-3712991 | Recordkeeping | $3,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,847 | $84,487-80.1% | $125,339-86.6% | $66,914-74.8% |
| Participation rate | 54.5% | 76.4%-21.9pp | 82.4%-27.9pp | 69.8%-15.3pp |
| Annual return | -14.49% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,882 | $3,553-47.0% | $4,814-60.9% | $2,544-26.0% |
| Participant deferral / active EE | $6,120 | $6,781-9.8% | $7,446-17.8% | $4,237+44.4% |
| Admin fee / account holder | $32 | $685-95.4% | $10,010-99.7% | $593-94.7% |