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 |
|---|---|---|
RPCSI9 years Service code 49 | Other Services | $11,381 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,516 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,629 | $92,055-62.4% | $106,213-67.4% | $77,643-55.4% |
| Participation rate | 46.6% | 81.0%-34.4pp | 75.3%-28.6pp | 70.6%-23.9pp |
| Annual return | 13.41% | 17.91%-4.5pp | 116.14%-102.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,067 | $3,367-68.3% | $3,171-66.4% | $2,726-60.9% |
| Participant deferral / active EE | $1,791 | $5,386-66.8% | $5,016-64.3% | $4,647-61.5% |
| Admin fee / account holder | $100 | $219-54.5% | $11,033-99.1% | $430-76.9% |