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-CPAS3 years Service code 10 · EIN 22-2625944 | Accounting | $12,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,472 | $80,530-13.7% | $90,281-23.0% | - |
| Participation rate | 52.5% | 58.0%-5.4pp | 73.3%-20.7pp | - |
| Annual return | 21.37% | 36.03%-14.7pp | 78.10%-56.7pp | - |
| Employer contribution / active EE | $989 | $1,117-11.4% | $2,854-65.3% | - |
| Participant deferral / active EE | $2,656 | $2,324+14.3% | $3,885-31.6% | - |
| Admin fee / account holder | $163 | $3,788-95.7% | $5,351-97.0% | - |