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 | $8,671 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $425 |
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 | $72,903 | $61,272+19.0% | $149,673-51.3% | $71,457+2.0% |
| Participation rate | 64.0% | 62.5%+1.5pp | 78.8%-14.8pp | 67.9%-3.9pp |
| Annual return | 17.70% | 35.85%-18.2pp | 134.42%-116.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,796 | $2,378-24.5% | $4,818-62.7% | $2,588-30.6% |
| Participant deferral / active EE | $3,772 | $2,917+29.3% | $5,680-33.6% | $4,289-12.0% |
| Admin fee / account holder | $39 | $1,261-96.9% | $13,210-99.7% | $1,587-97.6% |