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 LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,217 | $81,474+52.5% | $133,956-7.3% | $73,488+69.0% |
| Participation rate | 96.8% | 76.4%+20.5pp | 79.8%+17.0pp | 70.7%+26.2pp |
| Annual return | 22.95% | 19.40%+3.5pp | 45.09%-22.1pp | 28.51%-5.6pp |
| Employer contribution / active EE | $2,154 | $2,209-2.5% | $3,919-45.0% | $2,270-5.1% |
| Participant deferral / active EE | $6,813 | $3,786+79.9% | $5,048+35.0% | $3,740+82.2% |
| Admin fee / account holder | $43 | $713-94.0% | $8,927-99.5% | $513-91.7% |