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) | $25,396 |
RSM US LLP2 years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $10,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,413 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $50,772 | $75,284-32.6% | $91,001-44.2% | $69,631-27.1% |
| Participation rate | 77.5% | 80.4%-2.9pp | 75.6%+1.9pp | 70.7%+6.8pp |
| Annual return | 14.75% | 48.40%-33.6pp | 4.60%+10.1pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,360 | $3,700-36.2% | $3,547-33.5% | $3,224-26.8% |
| Admin fee / account holder | $28 | $111-74.2% | $5,417-99.5% | $110-74.2% |