See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1 year Service code 16 · EIN 42-0714325 | Consulting | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,825 |
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 | $134,703 | $57,921+132.6% | $84,750+58.9% | $57,658+133.6% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 70.2%+19.1pp |
| Annual return | 7.54% | 10.24%-2.7pp | 22.78%-15.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,328 | $2,598-10.4% | $3,574-34.9% | $1,974+18.0% |
| Participant deferral / active EE | $8,023 | $2,742+192.6% | $3,712+116.2% | $3,061+162.1% |
| Admin fee / account holder | $50 | $130-61.5% | $5,332-99.1% | $95-47.2% |