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 LLP7 years Filed as: RSM US WEALTH MANAGEMENT Service code 16 · EIN 41-1944416 | Consulting | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,097 | $102,553-5.3% | $151,611-36.0% | $66,914+45.1% |
| Participation rate | 96.0% | 85.5%+10.5pp | 87.5%+8.5pp | 69.8%+26.2pp |
| Annual return | -16.06% | -10.82%-5.2pp | 3.33%-19.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,285 | $4,180-45.3% | $6,166-62.9% | $2,544-10.2% |
| Participant deferral / active EE | $7,784 | $6,641+17.2% | $8,363-6.9% | $4,237+83.7% |
| Admin fee / account holder | $129 | $630-79.6% | $11,616-98.9% | $593-78.3% |