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.5 years Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE S SUITE B · WESTERVILLE, OH 43081 | Recordkeeping | $37,182 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 200 DRYDEN RD. E SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $15,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,892 | $79,171-23.1% | $102,423-40.5% | $74,495-18.3% |
| Participation rate | 82.0% | 74.8%+7.2pp | 76.5%+5.5pp | 67.2%+14.8pp |
| Annual return | 8.45% | 54.93%-46.5pp | 29.32%-20.9pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $1,069 | $2,362-54.8% | $3,023-64.6% | $2,623-59.3% |
| Participant deferral / active EE | $3,943 | $4,415-10.7% | $5,053-22.0% | $4,346-9.3% |
| Admin fee / account holder | $353 | $2,001-82.3% | $9,451-96.3% | $1,942-81.8% |