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, LLP6+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $20,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,657 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,809 | $100,801+121.0% | $149,696+48.8% | $73,409+203.5% |
| Participation rate | 89.1% | 77.7%+11.4pp | 82.5%+6.7pp | 72.2%+17.0pp |
| Annual return | 18.21% | 265.34%-247.1pp | 276.60%-258.4pp | 59.29%-41.1pp |
| Employer contribution / active EE | $3,546 | $3,312+7.1% | $4,644-23.7% | $2,234+58.7% |
| Participant deferral / active EE | $12,487 | $6,404+95.0% | $6,842+82.5% | $3,805+228.1% |
| Admin fee / account holder | $1 | $181-99.6% | $9,309-100.0% | $158-99.5% |