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 LLP6+ years Filed as: MCGLADREY Service code 10 · EIN 42-0714325 | Accounting | $12,600 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,731 |
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 | $59,397 | $79,519-25.3% | $95,952-38.1% | $73,409-19.1% |
| Participation rate | 93.2% | 81.2%+12.0pp | 77.1%+16.1pp | 72.2%+21.0pp |
| Annual return | 15.86% | 19.20%-3.3pp | 91.61%-75.8pp | 59.29%-43.4pp |
| Employer contribution / active EE | $2,614 | $2,048+27.7% | $2,541+2.9% | $2,234+17.0% |
| Participant deferral / active EE | $4,475 | $4,138+8.1% | $4,167+7.4% | $3,805+17.6% |
| Admin fee / account holder | $79 | $184-57.0% | $6,795-98.8% | $158-49.8% |