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 5-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, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $10,300 |
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 | $86,817 | $55,002+57.8% | $59,878+45.0% | $56,287+54.2% |
| Participation rate | 84.0% | 75.9%+8.1pp | 74.7%+9.3pp | 69.9%+14.1pp |
| Annual return | 3.10% | 1.13%+2.0pp | 3.46%-0.4pp | -9.96%+13.1pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,354 | $3,121+39.5% | $3,402+28.0% | $3,350+30.0% |
| Admin fee / account holder | $34 | $236-85.7% | $3,590-99.1% | $521-93.5% |