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. Service code 10 · EIN 14-1442607 | Accounting | $15,876 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,149 |
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 | $154,277 | $55,453+178.2% | $170,442-9.5% | $62,292+147.7% |
| Participation rate | 96.1% | 66.4%+29.7pp | 83.6%+12.5pp | 69.5%+26.6pp |
| Annual return | 18.67% | 21.38%-2.7pp | 205.93%-187.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $6,865 | $2,164+217.3% | $5,433+26.4% | $2,042+236.2% |
| Participant deferral / active EE | $5,092 | $2,303+121.1% | $4,939+3.1% | $3,169+60.7% |
| Admin fee / account holder | $64 | $455-86.0% | $13,880-99.5% | $479-86.7% |