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 LLP1 year Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $16,313 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $7,190 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,035 |
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 | $51,359 | $73,404-30.0% | $87,100-41.0% | $67,579-24.0% |
| Participation rate | 92.5% | 80.9%+11.6pp | 76.9%+15.6pp | 71.3%+21.2pp |
| Annual return | 23.93% | 48.29%-24.4pp | 28.19%-4.3pp | 378.56%-354.6pp |
| Employer contribution / active EE | $1,239 | $2,014-38.5% | $2,521-50.9% | $2,148-42.3% |
| Participant deferral / active EE | $3,829 | $3,913-2.1% | $4,049-5.4% | $3,539+8.2% |
| Admin fee / account holder | $88 | $142-37.5% | $7,497-98.8% | $142-37.8% |