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) | $17,085 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 · EIN 38-3712991 | Recordkeeping | $12,369 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,537 | $49,451+30.5% | $79,550-18.9% | $66,914-3.6% |
| Participation rate | 26.2% | 61.3%-35.1pp | 69.5%-43.3pp | 69.8%-43.6pp |
| Annual return | -15.32% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $996 | $1,266-21.3% | $2,413-58.7% | $2,544-60.9% |
| Participant deferral / active EE | $1,260 | $3,159-60.1% | $3,985-68.4% | $4,237-70.3% |
| Admin fee / account holder | $458 | $595-23.0% | $6,832-93.3% | $593-22.9% |