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 LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $38,110 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $33,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,821 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,508 | $79,694+33.6% | $96,139+10.8% | $79,386+34.2% |
| Participation rate | 89.7% | 54.0%+35.8pp | 68.4%+21.3pp | 70.7%+19.0pp |
| Annual return | 28.12% | 40.84%-12.7pp | 191.94%-163.8pp | 116.85%-88.7pp |
| Employer contribution / active EE | $5,065 | $1,443+250.9% | $2,797+81.1% | $2,427+108.6% |
| Participant deferral / active EE | $9,403 | $2,539+270.4% | $4,349+116.2% | $4,046+132.4% |
| Admin fee / account holder | $84 | $630-86.6% | $5,537-98.5% | $626-86.6% |