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-CPAS6 years Service code 10 · EIN 22-2625944 | Accounting | $5,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,665 | $51,197+30.2% | $82,719-19.4% | $66,914-0.4% |
| Participation rate | 47.1% | 67.8%-20.8pp | 72.6%-25.5pp | 69.8%-22.7pp |
| Annual return | -19.22% | -9.64%-9.6pp | 701.18%-720.4pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,059 | $2,611-59.4% | $3,009-64.8% | $2,544-58.4% |
| Participant deferral / active EE | $2,623 | $3,458-24.2% | $4,395-40.3% | $4,237-38.1% |
| Admin fee / account holder | $92 | $416-77.8% | $5,329-98.3% | $593-84.5% |