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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.
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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP1+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $15,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,891 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,569 | $71,957-54.7% | $67,652-51.9% | $59,188-45.0% |
| Participation rate | 92.7% | 82.7%+10.1pp | 75.7%+17.1pp | 69.4%+23.3pp |
| Annual return | -1.17% | 8.53%-9.7pp | 6625.04%-6626.2pp | 5.51%-6.7pp |
| Employer contribution / active EE | $455 | $2,432-81.3% | $2,266-79.9% | $2,098-78.3% |
| Participant deferral / active EE | $1,774 | $4,211-57.9% | $3,560-50.2% | $3,265-45.6% |
| Admin fee / account holder | $13 | $64-80.5% | $4,821-99.7% | $92-86.4% |