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 13 · EIN 42-0127290 | Contract Administrator | $936,287 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $30,000 |
Service code 28 · EIN 36-4291971 | Investment Management | $18,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,387 | $77,577-69.9% | $101,794-77.0% | $140,769-83.4% |
| Participation rate | 88.2% | 56.8%+31.4pp | 69.2%+19.0pp | 74.2%+14.0pp |
| Annual return | 5.85% | 14.47%-8.6pp | 30.53%-24.7pp | 16.82%-11.0pp |
| Employer contribution / active EE | $678 | $1,318-48.6% | $2,289-70.4% | $3,906-82.6% |
| Participant deferral / active EE | $1,818 | $2,205-17.6% | $4,084-55.5% | $6,717-72.9% |
| Admin fee / account holder | $56 | $84-33.2% | $8,777-99.4% | $229-75.4% |