See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $14,663 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,874 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,127 | $71,883+167.3% | $86,677+121.7% | $68,494+180.5% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -18.76% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,494 | $3,779-7.5% | $4,656-24.9% | $4,027-13.2% |
| Admin fee / account holder | -$69 | $6,112-101.1% | $7,493-100.9% | $5,403-101.3% |