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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-3712991 | Contract Administrator | $23,981 |
MATISSE CAPITAL6 years Service code 27 · EIN 27-5035231 | Advisory (Plan) | $23,345 |
BADER MARTIN, P.S.6 years Filed as: BADER MARTIN, P.S Service code 10 · EIN 91-1501421 | Accounting | $15,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,976 | $49,451-45.4% | $79,550-66.1% | $66,914-59.7% |
| Participation rate | 85.9% | 61.3%+24.6pp | 69.5%+16.4pp | 69.8%+16.1pp |
| Annual return | -17.03% | 84.25%-101.3pp | 0.16%-17.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,926 | $1,266+52.2% | $2,413-20.2% | $2,544-24.3% |
| Participant deferral / active EE | $3,284 | $3,159+4.0% | $3,985-17.6% | $4,237-22.5% |
| Admin fee / account holder | $249 | $595-58.2% | $6,832-96.4% | $593-58.1% |