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 13 · EIN 42-0127290 | Contract Administrator | $348,999 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $66,000 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $16,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,766 | $43,466+26.0% | $90,951-39.8% | $90,288-39.3% |
| Participation rate | 91.5% | 62.5%+29.1pp | 69.0%+22.5pp | 73.4%+18.2pp |
| Annual return | 15.46% | 25.26%-9.8pp | 134.60%-119.1pp | 53.97%-38.5pp |
| Employer contribution / active EE | $1,292 | $840+53.8% | $2,122-39.1% | $2,524-48.8% |
| Participant deferral / active EE | $5,139 | $2,138+140.4% | $3,373+52.4% | $4,232+21.4% |
| Admin fee / account holder | $102 | $92+11.0% | $5,959-98.3% | $114-10.6% |