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 LLP1 year Filed as: BST & CO CPAS, LLC Service code 10 · EIN 14-1442607 | Accounting | $5,803 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $155 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $209,110 | $81,474+156.7% | $133,956+56.1% | $73,488+184.5% |
| Participation rate | 88.2% | 76.4%+11.9pp | 79.8%+8.4pp | 70.7%+17.6pp |
| Annual return | 14.82% | 19.40%-4.6pp | 45.09%-30.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $402 | $2,209-81.8% | $3,919-89.7% | $2,270-82.3% |
| Participant deferral / active EE | $4,087 | $3,786+7.9% | $5,048-19.0% | $3,740+9.3% |
| Admin fee / account holder | $67 | $713-90.6% | $8,927-99.3% | $513-87.0% |