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 INVESTOR8+ years Service code 27 · EIN 48-1289192 | Advisory (Plan) | $45,788 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $32,876 |
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 | $95,818 | $82,664+15.9% | $125,339-23.6% | $68,494+39.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.36% | -5.97%-4.4pp | 572.05%-582.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $6,187 | $3,381+83.0% | $4,814+28.5% | $2,596+138.3% |
| Participant deferral / active EE | $4,422 | $6,110-27.6% | $7,446-40.6% | $4,027+9.8% |
| Admin fee / account holder | $616 | $6,275-90.2% | $10,010-93.8% | $5,403-88.6% |