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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $12,135 |
RSM US LLP1+ years Filed as: MCGLADREY Service code 10 · EIN 42-0714325 | Accounting | $10,091 |
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 | $46,232 | $54,320-14.9% | $67,652-31.7% | $52,331-11.7% |
| Participation rate | 91.5% | 73.6%+18.0pp | 75.7%+15.9pp | 68.1%+23.4pp |
| Annual return | -0.64% | 6.81%-7.4pp | 6625.04%-6625.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,452 | $1,544-6.0% | $2,266-35.9% | $1,882-22.9% |
| Participant deferral / active EE | $3,322 | $2,950+12.6% | $3,560-6.7% | $3,022+9.9% |
| Admin fee / account holder | $90 | $527-83.0% | $4,821-98.1% | $592-84.9% |