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 |
|---|---|---|
RETIREMENT DIRECT2+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $9,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,925 | $55,453-65.9% | $170,442-88.9% | $62,292-69.6% |
| Participation rate | 68.2% | 66.4%+1.9pp | 83.6%-15.4pp | 69.5%-1.3pp |
| Annual return | 11.81% | 21.38%-9.6pp | 205.93%-194.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $802 | $2,164-62.9% | $5,433-85.2% | $2,042-60.7% |
| Participant deferral / active EE | $614 | $2,303-73.3% | $4,939-87.6% | $3,169-80.6% |
| Admin fee / account holder | $170 | $455-62.6% | $13,880-98.8% | $479-64.5% |