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 70 ONE SOUTH WACKER · CHICAGO, IL 60606 | Consulting Fees | $24,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,476 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $140,130 | $87,841+59.5% | $133,980+4.6% | $62,891+122.8% |
| Participation rate | 91.4% | 83.4%+8.0pp | 87.1%+4.3pp | 69.3%+22.1pp |
| Annual return | 8.81% | 12.05%-3.2pp | 29.30%-20.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,385 | $3,483-2.8% | $5,211-35.0% | $2,281+48.4% |
| Participant deferral / active EE | $13,760 | $4,812+185.9% | $6,282+119.0% | $3,203+329.6% |
| Admin fee / account holder | $189 | $5,371-96.5% | $9,324-98.0% | $4,296-95.6% |