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 |
|---|---|---|
BDG-CPAS2 years Service code 10 · EIN 22-2625944 | Accounting | $9,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,895 | $49,177+15.7% | $79,464-28.4% | $64,186-11.4% |
| Participation rate | 51.6% | 65.0%-13.4pp | 73.3%-21.7pp | 69.6%-17.9pp |
| Annual return | -6.58% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,076 | $2,076-48.2% | $2,800-61.6% | $2,381-54.8% |
| Participant deferral / active EE | $2,713 | $2,821-3.8% | $3,704-26.8% | $3,470-21.8% |
| Admin fee / account holder | $171 | $3,839-95.5% | $5,113-96.7% | $4,888-96.5% |