See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,959 |
Service code 16 · EIN 36-4001764 | Consulting | $14,883 |
Service code 16 · EIN 20-4751585 | Consulting | $8,750 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $8,150 |
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 | $79,209 | $127,481-37.9% | $149,696-47.1% | $90,288-12.3% |
| Participation rate | 99.3% | 78.2%+21.1pp | 82.5%+16.9pp | 73.4%+26.0pp |
| Annual return | 20.91% | 57.78%-36.9pp | 276.60%-255.7pp | 53.97%-33.1pp |
| Employer contribution / active EE | $3,485 | $3,448+1.1% | $4,644-25.0% | $2,524+38.1% |
| Participant deferral / active EE | $7,823 | $6,975+12.2% | $6,842+14.3% | $4,232+84.8% |
| Admin fee / account holder | $48 | $152-68.7% | $9,309-99.5% | $114-58.3% |