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 5-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 |
|---|---|---|
REHMANN ROBSON1+ years Filed as: REHMANN Service code 10 · EIN 38-3635706 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,662 | $56,199-4.5% | $67,652-20.7% | $59,632-10.0% |
| Participation rate | 95.8% | 71.5%+24.4pp | 75.7%+20.2pp | 68.7%+27.2pp |
| Annual return | 0.22% | 18505.31%-18505.1pp | 6625.04%-6624.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $32 | $1,614-98.0% | $2,266-98.6% | $2,203-98.5% |
| Participant deferral / active EE | $6,119 | $2,844+115.2% | $3,560+71.9% | $3,192+91.7% |
| Admin fee / account holder | $65 | $3,958-98.4% | $4,821-98.6% | $4,297-98.5% |