Filed May 20, 2024 (most recent of 2 filings on file)
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 6-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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 27 · EIN 38-3712991 | Advisory (Plan) | $50,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,490 | $47,126-35.3% | $149,673-79.6% | $74,419-59.0% |
| Participation rate | 65.5% | 63.4%+2.1pp | 78.8%-13.2pp | 70.7%-5.2pp |
| Annual return | 17.87% | 22.75%-4.9pp | 134.42%-116.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $836 | $1,905-56.1% | $4,818-82.6% | $2,637-68.3% |
| Participant deferral / active EE | $1,539 | $2,728-43.6% | $5,680-72.9% | $4,528-66.0% |
| Admin fee / account holder | $175 | $343-48.9% | $13,210-98.7% | $348-49.6% |