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 PLANOLOGY INC3 years Filed as: RETIREMENT PLANOLOGY, INC. Service code 27 · EIN 46-5341130 | Advisory (Plan) | $16,599 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,800 | $55,415-30.0% | $155,509-75.0% | $74,495-47.9% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.9pp | 67.2%+25.8pp |
| Annual return | 16.69% | 268.50%-251.8pp | 64.67%-48.0pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,661 | $2,267-26.7% | $4,672-64.5% | $2,623-36.7% |
| Participant deferral / active EE | $4,059 | $2,836+43.1% | $5,626-27.9% | $4,346-6.6% |
| Admin fee / account holder | $19 | $1,738-98.9% | $15,912-99.9% | $1,942-99.0% |