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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANS, INC.4+ years Filed as: RETIREMENT PLANS INC Service code 27 · EIN 90-0734163 | Advisory (Plan) | $19,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,248 | $79,171-26.4% | $102,423-43.1% | $74,495-21.8% |
| Participation rate | 49.3% | 74.8%-25.5pp | 76.5%-27.2pp | 67.2%-17.9pp |
| Annual return | 11.40% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $985 | $2,362-58.3% | $3,023-67.4% | $2,623-62.4% |
| Participant deferral / active EE | $2,806 | $4,415-36.4% | $5,053-44.5% | $4,346-35.4% |
| Admin fee / account holder | $254 | $2,001-87.3% | $9,451-97.3% | $1,942-86.9% |