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 LLP3 years Service code 99 · EIN 42-0714325 | Other Fees | $9,950 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,917 |
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 | $103,125 | $61,214+68.5% | $83,333+23.7% | $56,287+83.2% |
| Participation rate | 90.1% | 72.6%+17.5pp | 77.8%+12.4pp | 69.9%+20.3pp |
| Annual return | -5.38% | 0.42%-5.8pp | 10.63%-16.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,955 | $1,925+1.5% | $3,379-42.1% | $2,111-7.4% |
| Participant deferral / active EE | $6,363 | $5,091+25.0% | $5,565+14.3% | $3,350+90.0% |
| Admin fee / account holder | $91 | $512-82.2% | $7,510-98.8% | $521-82.5% |