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, LLP5+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $25,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,845 |
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 | $193,959 | $88,122+120.1% | $141,162+37.4% | $67,579+187.0% |
| Participation rate | 90.4% | 76.5%+14.0pp | 82.5%+7.9pp | 71.3%+19.1pp |
| Annual return | 24.54% | 75.40%-50.9pp | 71.39%-46.9pp | 378.56%-354.0pp |
| Employer contribution / active EE | $3,407 | $3,224+5.7% | $4,735-28.1% | $2,148+58.6% |
| Participant deferral / active EE | $12,131 | $5,958+103.6% | $6,709+80.8% | $3,539+242.8% |
| Admin fee / account holder | $2 | $131-98.7% | $10,261-100.0% | $142-98.8% |