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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $275,780 |
BDO USA, LLP1+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $30,652 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MGT. L.P. Service code 27 · EIN 13-3575636 | Advisory (Plan) | $26,250 |
NIXON PEABODY LLP1+ years Service code 29 · EIN 16-0764720 | Legal | $21,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,143 | $113,293+134.0% | $67,502+292.8% | $199,593+32.8% |
| Participation rate | 55.8% | 73.3%-17.6pp | 72.9%-17.1pp | 72.0%-16.2pp |
| Annual return | 10.42% | 15.88%-5.5pp | 3512.12%-3501.7pp | 34.25%-23.8pp |
| Employer contribution / active EE | $3,591 | $3,401+5.6% | $2,731+31.5% | $3,034+18.4% |
| Participant deferral / active EE | $4,548 | $4,159+9.3% | $4,000+13.7% | $5,087-10.6% |
| Admin fee / account holder | $87 | $103-15.4% | $3,998-97.8% | $269-67.7% |