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 LLP7 years Service code 99 · EIN 42-0714325 | Other Fees | $21,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,249 | $58,320+102.8% | $86,436+36.8% | $66,914+76.7% |
| Participation rate | 94.2% | 78.6%+15.6pp | 80.3%+13.8pp | 69.8%+24.4pp |
| Annual return | -16.90% | -9.71%-7.2pp | 4394.89%-4411.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,806 | $2,615-30.9% | $3,769-52.1% | $2,544-29.0% |
| Participant deferral / active EE | $7,863 | $6,899+14.0% | $6,952+13.1% | $4,237+85.6% |
| Admin fee / account holder | $134 | $546-75.4% | $6,731-98.0% | $593-77.4% |