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. CPA'S, LLP Service code 10 · EIN 14-1442607 | Accounting | $8,400 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,443 | $86,655+86.3% | $119,609+35.0% | $66,914+141.3% |
| Participation rate | 92.3% | 75.6%+16.7pp | 79.3%+13.0pp | 69.8%+22.5pp |
| Annual return | -16.68% | -8.00%-8.7pp | -14.97%-1.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,065 | $2,536-18.6% | $4,232-51.2% | $2,544-18.8% |
| Participant deferral / active EE | $5,839 | $4,358+34.0% | $5,602+4.2% | $4,237+37.8% |
| Admin fee / account holder | $96 | $755-87.3% | $10,323-99.1% | $593-83.8% |