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 35-2552359 | Advisory (Plan) | $29,294 |
RSM US LLP1 year Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $27,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,172 |
Employer contribution per participant 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 | $49,936 | $74,024-32.5% | $77,999-36.0% | $57,658-13.4% |
| Participation rate | 75.2% | 79.7%-4.6pp | 75.5%-0.4pp | 70.2%+4.9pp |
| Annual return | 6.86% | 12.14%-5.3pp | 425.96%-419.1pp | 5.13%+1.7pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,267 | $3,533-35.8% | $3,497-35.2% | $3,061-25.9% |
| Admin fee / account holder | $58 | $93-38.2% | $5,480-98.9% | $95-39.1% |