See peer percentile detail with Solo.
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 | $5,187 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,494 | $93,571-68.5% | $135,903-78.3% | $75,163-60.8% |
| Participation rate | 71.3% | 75.2%-3.9pp | 81.9%-10.6pp | 67.2%+4.1pp |
| Annual return | 22.08% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,605 | $3,537-26.4% | $4,856-46.4% | $2,670-2.4% |
| Participant deferral / active EE | $9,469 | $6,404+47.9% | $7,758+22.1% | $4,125+129.5% |
| Admin fee / account holder | $47 | $6,975-99.3% | $10,762-99.6% | $5,651-99.2% |