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 LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $15,545 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $13,981 |
Form 5500 reported that benefits due were not provided when due.
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 | $46,440 | $69,305-33.0% | $82,313-43.6% | $69,631-33.3% |
| Participation rate | 91.7% | 80.3%+11.4pp | 76.9%+14.8pp | 70.7%+21.0pp |
| Annual return | 19.85% | 21.47%-1.6pp | 25.88%-6.0pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $1,180 | $1,887-37.5% | $2,428-51.4% | $2,032-42.0% |
| Participant deferral / active EE | $3,606 | $3,568+1.1% | $3,706-2.7% | $3,224+11.9% |
| Admin fee / account holder | $105 | $97+8.4% | $5,608-98.1% | $110-4.6% |