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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,894 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,813 | $99,078-39.6% | $96,544-38.0% | $74,419-19.6% |
| Participation rate | 93.7% | 80.7%+13.0pp | 76.0%+17.7pp | 70.7%+23.0pp |
| Annual return | 31.58% | 22.48%+9.1pp | 25.84%+5.7pp | 34.38%-2.8pp |
| Employer contribution / active EE | $2,431 | $2,570-5.4% | $2,965-18.0% | $2,637-7.8% |
| Participant deferral / active EE | $5,737 | $4,933+16.3% | $4,851+18.3% | $4,528+26.7% |
| Admin fee / account holder | $103 | $225-54.1% | $8,252-98.7% | $348-70.3% |