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 |
|---|---|---|
BST & CO. CPA'S LLP2 years Filed as: BST & CO. CPAS Service code 10 · EIN 14-1442607 | Accounting | $8,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $178,492 | $86,332+106.8% | $125,175+42.6% | $65,185+173.8% |
| Participation rate | 91.7% | 75.3%+16.4pp | 79.8%+12.0pp | 70.2%+21.5pp |
| Annual return | 23.10% | 27.43%-4.3pp | 43.79%-20.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,546 | $2,040-24.2% | $3,865-60.0% | $2,177-29.0% |
| Participant deferral / active EE | $4,480 | $3,537+26.6% | $4,937-9.3% | $3,514+27.5% |
| Admin fee / account holder | $80 | $609-86.9% | $9,702-99.2% | $847-90.5% |