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 LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $20,475 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,525 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $246,199 | $78,422+213.9% | $95,952+156.6% | $79,858+208.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.82% | 19.37%-4.6pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,094 | $3,440-10.0% | $4,167-25.7% | $3,740-17.3% |
| Admin fee / account holder | -$38 | $5,622-100.7% | $6,795-100.6% | $5,306-100.7% |