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 INVESTOR9+ years Service code 27 · EIN 48-1289192 | Advisory (Plan) | $46,812 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $30,213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,472 | $93,571+25.5% | $135,903-13.6% | $75,163+56.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.56% | 30.90%-17.3pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $5,904 | $3,537+66.9% | $4,856+21.6% | $2,670+121.1% |
| Participant deferral / active EE | $5,071 | $6,404-20.8% | $7,758-34.6% | $4,125+22.9% |
| Admin fee / account holder | $627 | $6,975-91.0% | $10,762-94.2% | $5,651-88.9% |