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, LLP1 year Filed as: BDO Service code 99 · EIN 13-1119260 | Other Fees | $16,125 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,739 | $53,018+25.9% | $70,014-4.7% | $62,891+6.1% |
| Participation rate | 25.9% | 67.2%-41.3pp | 71.8%-45.9pp | 69.3%-43.4pp |
| Annual return | 7.38% | 13.35%-6.0pp | 12.99%-5.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $407 | $1,799-77.4% | $2,338-82.6% | $2,281-82.1% |
| Participant deferral / active EE | $1,081 | $2,395-54.8% | $2,931-63.1% | $3,203-66.2% |
| Admin fee / account holder | $15 | $3,690-99.6% | $4,380-99.7% | $4,296-99.7% |