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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO SEIDMAN Service code 10 · EIN 13-5381590 | Accounting | $18,950 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $12,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,222 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $150,250 | $80,177+87.4% | $123,892+21.3% | $57,658+160.6% |
| Participation rate | 86.5% | 74.4%+12.1pp | 81.4%+5.1pp | 70.2%+16.3pp |
| Annual return | 8.11% | 17.90%-9.8pp | 47.52%-39.4pp | 5.13%+3.0pp |
| Employer contribution / active EE | $3,178 | $2,913+9.1% | $4,617-31.2% | $1,974+61.0% |
| Participant deferral / active EE | $11,259 | $5,130+119.5% | $5,984+88.2% | $3,061+267.9% |
| Admin fee / account holder | $38 | $106-64.5% | $8,357-99.5% | $95-60.1% |