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 | -$11,510 |
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 | $120,138 | $69,159+73.7% | $125,175-4.0% | $67,579+77.8% |
| Participation rate | 97.0% | 78.2%+18.8pp | 79.8%+17.2pp | 71.3%+25.8pp |
| Annual return | 52.19% | 27.12%+25.1pp | 43.79%+8.4pp | 378.56%-326.4pp |
| Employer contribution / active EE | $3,013 | $2,023+48.9% | $3,865-22.1% | $2,148+40.3% |
| Participant deferral / active EE | $5,588 | $3,700+51.1% | $4,937+13.2% | $3,539+57.9% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |