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: MCGLADREY & PULLEN Service code 10 · EIN 42-0714325 | Accounting | $10,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,226 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,261 | $93,182+43.0% | $146,665-9.1% | $79,386+67.9% |
| Participation rate | 96.4% | 76.4%+20.0pp | 80.1%+16.3pp | 70.7%+25.7pp |
| Annual return | 13.95% | 21.61%-7.7pp | 22.74%-8.8pp | 116.85%-102.9pp |
| Employer contribution / active EE | $2,252 | $2,420-6.9% | $4,136-45.5% | $2,427-7.2% |
| Participant deferral / active EE | $7,170 | $4,169+72.0% | $5,506+30.2% | $4,046+77.2% |
| Admin fee / account holder | $44 | $585-92.4% | $10,280-99.6% | $626-92.9% |