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 |
|---|---|---|
Service code 27 · EIN 11-1122222 | Advisory (Plan) | $17,051 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 · EIN 38-3712991 | Recordkeeping | $11,134 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,601 | $59,263+39.4% | $96,562-14.5% | $79,386+4.0% |
| Participation rate | 26.1% | 61.9%-35.8pp | 69.8%-43.7pp | 70.7%-44.6pp |
| Annual return | 16.63% | 27.07%-10.4pp | 37.78%-21.1pp | 116.85%-100.2pp |
| Employer contribution / active EE | $984 | $1,216-19.1% | $2,356-58.3% | $2,427-59.5% |
| Participant deferral / active EE | $1,264 | $2,948-57.1% | $3,849-67.2% | $4,046-68.8% |
| Admin fee / account holder | $419 | $658-36.4% | $6,181-93.2% | $626-33.1% |