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 |
|---|---|---|
SMART INVESTOR7+ years Service code 27 · EIN 48-1289192 | Advisory (Plan) | $51,524 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $34,741 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,318 | $105,181+3.0% | $159,436-32.1% | $85,850+26.2% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.7pp | 69.3%+29.3pp |
| Annual return | 14.48% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,962 | $3,318+49.5% | $4,829+2.7% | $2,565+93.4% |
| Participant deferral / active EE | $4,481 | $5,945-24.6% | $7,352-39.1% | $3,952+13.4% |
| Admin fee / account holder | $673 | $6,933-90.3% | $10,799-93.8% | $6,260-89.2% |