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 | $8,246 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,251 |
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 | $60,449 | $65,061-7.1% | $143,757-58.0% | $66,914-9.7% |
| Participation rate | 63.1% | 65.2%-2.1pp | 80.3%-17.2pp | 69.8%-6.7pp |
| Annual return | -15.83% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,153 | $2,361-8.8% | $4,951-56.5% | $2,544-15.4% |
| Participant deferral / active EE | $3,638 | $2,919+24.6% | $5,637-35.5% | $4,237-14.1% |
| Admin fee / account holder | $46 | $502-90.8% | $14,673-99.7% | $593-92.2% |