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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $103,143 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $13,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,121 | $61,058-27.7% | $71,209-38.0% | $85,563-48.4% |
| Participation rate | 91.8% | 58.6%+33.2pp | 73.8%+18.0pp | 66.0%+25.8pp |
| Annual return | 20.01% | 100.41%-80.4pp | 282.51%-262.5pp | 31.51%-11.5pp |
| Employer contribution / active EE | $998 | $2,199-54.6% | $2,721-63.3% | $2,654-62.4% |
| Participant deferral / active EE | $2,492 | $3,173-21.5% | $4,175-40.3% | $4,375-43.0% |
| Admin fee / account holder | $171 | $855-79.9% | $5,349-96.8% | $834-79.5% |