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, LLP3 years Filed as: BDO SEIDMAN Service code 10 · EIN 13-5381590 | Accounting | $20,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,002 |
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 | $160,624 | $75,388+113.1% | $123,544+30.0% | $55,725+188.2% |
| Participation rate | 90.1% | 75.7%+14.4pp | 82.3%+7.8pp | 70.9%+19.2pp |
| Annual return | -5.22% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,331 | $3,063+8.7% | $4,628-28.0% | $2,078+60.3% |
| Participant deferral / active EE | $11,882 | $5,651+110.3% | $6,426+84.9% | $3,356+254.1% |
| Admin fee / account holder | -$13 | $120-110.7% | $9,284-100.1% | $115-111.1% |