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 | $19,230 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,320 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,587 | $59,186+24.3% | $76,768-4.1% | $56,287+30.7% |
| Participation rate | 95.8% | 75.2%+20.6pp | 77.0%+18.8pp | 69.9%+25.9pp |
| Annual return | -5.51% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,272 | $1,759+29.2% | $2,485-8.6% | $2,111+7.6% |
| Participant deferral / active EE | $5,779 | $3,255+77.5% | $3,852+50.0% | $3,350+72.5% |
| Admin fee / account holder | $123 | $489-74.9% | $6,675-98.2% | $521-76.5% |