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 | $4,460 |
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 | $42,114 | $102,317-58.8% | $146,958-71.3% | $80,856-47.9% |
| Participation rate | 73.6% | 75.8%-2.2pp | 82.2%-8.5pp | 67.6%+6.0pp |
| Annual return | 18.95% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,695 | $3,713-27.4% | $4,933-45.4% | $2,755-2.2% |
| Participant deferral / active EE | $9,565 | $6,644+44.0% | $8,070+18.5% | $4,296+122.7% |
| Admin fee / account holder | $45 | $7,941-99.4% | $12,998-99.7% | $6,918-99.3% |