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, LLC Service code 59 · EIN 38-3712991 | Shareholder Servicing | $9,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,773 | $52,953+1.5% | $172,739-68.9% | $65,185-17.5% |
| Participation rate | 68.8% | 66.2%+2.6pp | 82.6%-13.8pp | 70.2%-1.4pp |
| Annual return | 20.68% | 30.12%-9.4pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,210 | $2,190-44.7% | $5,143-76.5% | $2,177-44.4% |
| Participant deferral / active EE | $3,040 | $2,471+23.0% | $5,198-41.5% | $3,514-13.5% |
| Admin fee / account holder | $55 | $472-88.3% | $13,954-99.6% | $847-93.5% |