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 | $19,055 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $13,272 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $41,491 | $65,118-36.3% | $76,768-46.0% | $55,725-25.5% |
| Participation rate | 90.7% | 79.6%+11.1pp | 77.0%+13.8pp | 70.9%+19.9pp |
| Annual return | -6.32% | -1.27%-5.1pp | 2.43%-8.7pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,030 | $1,941-46.9% | $2,485-58.5% | $2,078-50.4% |
| Participant deferral / active EE | $3,478 | $3,688-5.7% | $3,852-9.7% | $3,356+3.7% |
| Admin fee / account holder | $111 | $116-4.4% | $6,675-98.3% | $115-3.8% |