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-CPAS4 years Service code 10 · EIN 22-2625944 | Accounting | $13,200 |
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 | $81,128 | $66,124+22.7% | $90,404-10.3% | $73,488+10.4% |
| Participation rate | 49.0% | 69.7%-20.7pp | 72.7%-23.7pp | 70.7%-21.7pp |
| Annual return | 11.63% | 17.65%-6.0pp | 1293.02%-1281.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,159 | $2,346-50.6% | $3,262-64.5% | $2,270-48.9% |
| Participant deferral / active EE | $2,528 | $3,039-16.8% | $3,963-36.2% | $3,740-32.4% |
| Admin fee / account holder | $172 | $396-56.6% | $5,611-96.9% | $513-66.5% |