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 |
|---|---|---|
RETIREMENT PLANS, INC.3 years Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE S SUITE B · WESTERVILLE, OH 43081 | Recordkeeping | $34,235 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 200 DRYDEN RD. E SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $8,887 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,625 | $65,435-16.5% | $86,677-37.0% | $66,914-18.4% |
| Participation rate | 81.4% | 75.5%+6.0pp | 76.6%+4.9pp | 69.8%+11.6pp |
| Annual return | -11.74% | -10.89%-0.9pp | 35.91%-47.6pp | 1.58%-13.3pp |
| Employer contribution / active EE | $992 | $2,153-53.9% | $2,836-65.0% | $2,544-61.0% |
| Participant deferral / active EE | $3,660 | $4,100-10.7% | $4,656-21.4% | $4,237-13.6% |
| Admin fee / account holder | $334 | $642-48.0% | $7,493-95.5% | $593-43.7% |