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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 PO BOX 1429 · BRENTWOOD, TN 37024 | Recordkeeping | $8,453 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 200 DRYDEN ROAD · DRESCHER, PA 19025 | Plan Administrator | $1,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,649 | $80,724-45.9% | $103,333-57.8% | $74,495-41.4% |
| Participation rate | 66.3% | 65.7%+0.6pp | 74.5%-8.3pp | 67.2%-1.0pp |
| Annual return | 12.99% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,221 | $3,157-61.3% | $3,868-68.4% | $2,623-53.4% |
| Participant deferral / active EE | $4,378 | $3,860+13.4% | $5,057-13.4% | $4,346+0.7% |
| Admin fee / account holder | $57 | $2,368-97.6% | $8,355-99.3% | $1,942-97.1% |