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 DIRECT4+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $6,010 |
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 | $18,410 | $52,953-65.2% | $172,739-89.3% | $65,185-71.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 4.32% | 30.12%-25.8pp | 802.84%-798.5pp | 29.38%-25.1pp |
| Employer contribution / active EE | $1,091 | $2,190-50.2% | $5,143-78.8% | $2,177-49.9% |
| Participant deferral / active EE | $793 | $2,471-67.9% | $5,198-84.8% | $3,514-77.4% |
| Admin fee / account holder | $35 | $472-92.5% | $13,954-99.7% | $847-95.8% |