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+ years Service code 16 · EIN 42-0714325 | Consulting | $17,289 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,231 |
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 | $37,942 | $57,096-33.5% | $94,224-59.7% | $55,191-31.3% |
| Participation rate | 93.7% | 75.7%+18.0pp | 78.8%+14.9pp | 69.2%+24.5pp |
| Annual return | 0.53% | 159.65%-159.1pp | 10.68%-10.2pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,129 | $1,708-33.9% | $3,587-68.5% | $1,899-40.5% |
| Participant deferral / active EE | $2,618 | $3,165-17.3% | $4,320-39.4% | $3,046-14.1% |
| Admin fee / account holder | $40 | $89-55.4% | $6,269-99.4% | $91-56.2% |