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 |
|---|---|---|
ROBERT WIRTH2+ years Service code 99 · EIN 34-6381197 | Other Fees | $20,514 |
RETIREMENTPLANS.COM, LLC1 year Filed as: RETIREMENTPLANS.COM Service code 99 | Other Fees | $4,103 |
Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061991268 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,486 | $50,637+110.3% | $86,590+23.0% | $62,292+70.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.41% | 20.80%-5.4pp | 964.84%-949.4pp | 28.90%-13.5pp |
| Employer contribution / active EE | $9,444 | $2,075+355.1% | $2,839+232.6% | $2,042+362.4% |
| Participant deferral / active EE | $3,928 | $2,611+50.4% | $3,609+8.8% | $3,169+23.9% |
| Admin fee / account holder | $72 | $413-82.5% | $4,906-98.5% | $479-84.9% |