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 |
|---|---|---|
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $29,232 |
Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 99 1492 HIGHLAND AVE STE 9 · NEEDHAM, MA 02492 | Other Fees | $25,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,171 |
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 | $135,165 | $59,186+128.4% | $76,768+76.1% | $56,287+140.1% |
| Participation rate | 96.1% | 75.2%+20.9pp | 77.0%+19.1pp | 69.9%+26.3pp |
| Annual return | -5.22% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,533 | $1,759+44.0% | $2,485+1.9% | $2,111+20.0% |
| Participant deferral / active EE | $6,188 | $3,255+90.1% | $3,852+60.7% | $3,350+84.7% |
| Admin fee / account holder | $184 | $489-62.4% | $6,675-97.2% | $521-64.7% |