See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP4 years Filed as: MCGLADREY & PULLEN Service code 10 · EIN 42-0714325 | Accounting | $10,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,370 | $86,225+70.9% | $146,665+0.5% | $86,799+69.8% |
| Participation rate | 98.6% | 78.0%+20.6pp | 80.1%+18.5pp | 72.3%+26.3pp |
| Annual return | 15.49% | 31.23%-15.7pp | 22.74%-7.3pp | 97.91%-82.4pp |
| Employer contribution / active EE | $4,144 | $2,392+73.2% | $4,136+0.2% | $2,405+72.3% |
| Participant deferral / active EE | $6,907 | $4,245+62.7% | $5,506+25.4% | $4,131+67.2% |
| Admin fee / account holder | -$8 | $195-104.3% | $10,280-100.1% | $170-105.0% |