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 LLP1 year Filed as: MCGLADREY & PULLEN Service code 10 · EIN 42-0714325 | Accounting | $10,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,409 |
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 | $113,120 | $62,267+81.7% | $110,238+2.6% | $55,725+103.0% |
| Participation rate | 97.2% | 78.1%+19.1pp | 79.8%+17.4pp | 70.9%+26.3pp |
| Annual return | -3.51% | -1.07%-2.4pp | 314.74%-318.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,378 | $1,941+74.0% | $3,826-11.7% | $2,078+62.5% |
| Participant deferral / active EE | $5,584 | $3,516+58.8% | $4,672+19.5% | $3,356+66.4% |
| Admin fee / account holder | $9 | $121-92.5% | $8,547-99.9% | $115-92.2% |