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 |
|---|---|---|
Service code 17 · EIN 20-4668732 | Pension Consulting | $45,000 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $15,500 |
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 | $134,440 | $70,083+91.8% | $59,878+124.5% | $55,725+141.3% |
| Participation rate | 96.2% | 78.4%+17.8pp | 74.7%+21.5pp | 70.9%+25.4pp |
| Annual return | -1.87% | 3.13%-5.0pp | 3.46%-5.3pp | 244.93%-246.8pp |
| Employer contribution / active EE | $4,751 | $2,878+65.0% | $2,722+74.6% | $2,078+128.6% |
| Participant deferral / active EE | $4,133 | $3,079+34.2% | $3,402+21.5% | $3,356+23.2% |
| Admin fee / account holder | $53 | $70-25.0% | $3,590-98.5% | $115-54.2% |