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 LLP8 years Service code 99 · EIN 42-0714325 | Other Fees | $23,100 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,041 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,410 | $69,477+71.9% | $94,646+26.2% | $71,457+67.1% |
| Participation rate | 95.6% | 78.4%+17.2pp | 80.8%+14.8pp | 67.9%+27.7pp |
| Annual return | 15.60% | 29.66%-14.1pp | 156.71%-141.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,786 | $2,853-37.4% | $3,672-51.4% | $2,588-31.0% |
| Participant deferral / active EE | $7,234 | $7,345-1.5% | $7,418-2.5% | $4,289+68.7% |
| Admin fee / account holder | $150 | $1,210-87.6% | $7,231-97.9% | $1,587-90.5% |