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 | $14,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,157 |
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 | $140,421 | $78,419+79.1% | $133,956+4.8% | $73,409+91.3% |
| Participation rate | 96.8% | 78.6%+18.2pp | 79.8%+17.0pp | 72.2%+24.6pp |
| Annual return | 20.56% | 33.35%-12.8pp | 45.09%-24.5pp | 59.29%-38.7pp |
| Employer contribution / active EE | $3,660 | $2,044+79.1% | $3,919-6.6% | $2,234+63.8% |
| Participant deferral / active EE | $6,497 | $3,925+65.5% | $5,048+28.7% | $3,805+70.7% |
| Admin fee / account holder | -$4 | $161-102.3% | $8,927-100.0% | $158-102.4% |