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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 |
|---|---|---|
RFH, PLLC4 years Service code 99 · EIN 11-1000111 | Other Fees | $8,000 |
Filed as: FSM BENEFTIS,INC.-DBA BENEFITS PLUS Service code 49 · EIN 84-3881668 | Other Services | $6,158 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,204 | $53,165-20.6% | $86,188-51.0% | $74,419-43.3% |
| Participation rate | 77.1% | 64.9%+12.3pp | 69.0%+8.2pp | 70.7%+6.4pp |
| Annual return | 13.47% | 22.64%-9.2pp | 1168.45%-1155.0pp | 34.38%-20.9pp |
| Employer contribution / active EE | $2,569 | $1,210+112.3% | $2,380+7.9% | $2,637-2.6% |
| Participant deferral / active EE | $3,653 | $3,234+12.9% | $3,985-8.3% | $4,528-19.3% |
| Admin fee / account holder | $45 | $551-91.8% | $6,852-99.3% | $348-87.0% |