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 LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $10,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,927 |
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 | $106,690 | $86,332+23.6% | $125,175-14.8% | $65,185+63.7% |
| Participation rate | 95.8% | 75.3%+20.5pp | 79.8%+16.1pp | 70.2%+25.6pp |
| Annual return | 21.37% | 27.43%-6.1pp | 43.79%-22.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,873 | $2,040-8.2% | $3,865-51.5% | $2,177-13.9% |
| Participant deferral / active EE | $5,877 | $3,537+66.2% | $4,937+19.1% | $3,514+67.3% |
| Admin fee / account holder | $41 | $609-93.2% | $9,702-99.6% | $847-95.1% |