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+ years Service code 99 · EIN 42-0714325 | Other Fees | $15,363 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,276 | $85,635-44.8% | $123,892-61.8% | $63,975-26.1% |
| Participation rate | 94.2% | 74.9%+19.3pp | 81.4%+12.8pp | 71.1%+23.1pp |
| Annual return | 0.93% | 15.74%-14.8pp | 47.52%-46.6pp | 48.65%-47.7pp |
| Employer contribution / active EE | $2,704 | $3,076-12.1% | $4,617-41.4% | $2,182+24.0% |
| Participant deferral / active EE | $5,892 | $5,667+4.0% | $5,984-1.5% | $3,356+75.6% |
| Admin fee / account holder | $23 | $75-69.2% | $8,357-99.7% | $70-67.2% |