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 16 · EIN 20-4751585 | Consulting | $29,403 |
BDO USA, LLP2 years Filed as: BDO SEIDMAN Service code 16 · EIN 13-5381590 | Consulting | $19,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,615 |
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 | $173,123 | $155,795+11.1% | $136,294+27.0% | $69,631+148.6% |
| Participation rate | 88.2% | 75.2%+12.9pp | 81.9%+6.2pp | 70.7%+17.5pp |
| Annual return | 19.91% | 232464.33%-232444.4pp | 5155.94%-5136.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $3,083 | $2,991+3.1% | $4,695-34.4% | $2,032+51.7% |
| Participant deferral / active EE | $10,506 | $5,394+94.8% | $6,247+68.2% | $3,224+225.9% |
| Admin fee / account holder | $17 | $128-86.4% | $9,243-99.8% | $110-84.3% |