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 LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $9,203 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,482 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $25,320 | $69,763-63.7% | $67,502-62.5% | $74,495-66.0% |
| Participation rate | 98.1% | 71.4%+26.7pp | 72.9%+25.2pp | 67.2%+30.9pp |
| Annual return | 11.38% | -40.34%+51.7pp | 3512.12%-3500.7pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,606 | $2,704-40.6% | $2,731-41.2% | $2,623-38.8% |
| Participant deferral / active EE | $475 | $3,636-86.9% | $4,000-88.1% | $4,346-89.1% |
| Admin fee / account holder | $43 | $896-95.2% | $3,998-98.9% | $1,942-97.8% |