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 Service code 10 · EIN 42-0714325 | Accounting | $10,316 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $8,142 |
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 | $150,669 | $65,409+130.3% | $98,442+53.1% | $85,850+75.5% |
| Participation rate | 99.0% | 65.0%+34.0pp | 73.3%+25.6pp | 69.3%+29.7pp |
| Annual return | 13.39% | 21.76%-8.4pp | 1492.73%-1479.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $8,960 | $2,168+313.4% | $2,960+202.7% | $2,565+249.3% |
| Participant deferral / active EE | $8,720 | $3,166+175.4% | $4,276+103.9% | $3,952+120.7% |
| Admin fee / account holder | $80 | $4,593-98.3% | $5,949-98.7% | $6,260-98.7% |