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 LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $18,375 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$36,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $193,103 | $59,186+226.3% | $76,768+151.5% | $56,287+243.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -5.70% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $27,212 | $1,759+1447.4% | $2,485+995.0% | $2,111+1189.1% |
| Participant deferral / active EE | $2,631 | $3,255-19.2% | $3,852-31.7% | $3,350-21.4% |
| Admin fee / account holder | $84 | $489-82.7% | $6,675-98.7% | $521-83.8% |