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: RSM US WEEALTH MANAGEMENT LLC Service code 26 801 NICOLLET MALL, WEST TOWER · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $30,964 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $21,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,801 | $64,909-17.1% | $82,313-34.6% | $62,292-13.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 16.44% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,727 | $1,676+62.7% | $2,428+12.3% | $2,042+33.5% |
| Participant deferral / active EE | $2,252 | $3,103-27.4% | $3,706-39.2% | $3,169-28.9% |
| Admin fee / account holder | $395 | $440-10.2% | $5,608-93.0% | $479-17.6% |