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 |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $8,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,719 | $25,302-81.4% | $74,701-93.7% | $67,579-93.0% |
| Participation rate | 82.8% | 37.8%+45.0pp | 54.5%+28.3pp | 71.3%+11.5pp |
| Annual return | 19.69% | 10291.17%-10271.5pp | 752.92%-733.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $179 | $446-59.9% | $1,084-83.5% | $2,148-91.7% |
| Participant deferral / active EE | $752 | $954-21.1% | $1,964-61.7% | $3,539-78.7% |
| Admin fee / account holder | $15 | $108-86.0% | $3,333-99.5% | $142-89.4% |