Filed April 11, 2016
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 LLP4 years Filed as: RSM US WEALTH MANAGEMENT Service code 16 · EIN 41-1944416 | Consulting | $45,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,175 |
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 | $94,222 | $98,982-4.8% | $162,163-41.9% | $65,185+44.5% |
| Participation rate | 95.0% | 85.8%+9.2pp | 87.6%+7.4pp | 70.2%+24.8pp |
| Annual return | 19.40% | 24.84%-5.4pp | 115.59%-96.2pp | 29.38%-10.0pp |
| Employer contribution / active EE | $2,072 | $3,467-40.2% | $5,614-63.1% | $2,177-4.8% |
| Participant deferral / active EE | $6,072 | $5,384+12.8% | $7,298-16.8% | $3,514+72.8% |
| Admin fee / account holder | $216 | $596-63.7% | $10,843-98.0% | $847-74.5% |