See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-3712991 | Contract Administrator | $24,853 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB TRUST Service code 19 · EIN 82-3967259 | Securities Custodian | $4,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,732 | $49,915-18.4% | $154,803-73.7% | $74,304-45.2% |
| Participation rate | 85.3% | 54.0%+31.3pp | 78.1%+7.2pp | 60.3%+24.9pp |
| Annual return | 12.67% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,972 | $1,611+84.5% | $4,305-31.0% | $2,241+32.6% |
| Participant deferral / active EE | $4,486 | $2,255+99.0% | $5,540-19.0% | $3,767+19.1% |
| Admin fee / account holder | $113 | $2,189-94.8% | $14,329-99.2% | $2,969-96.2% |