See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $204,569 |
Service code 16 · EIN 43-1451524 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $65,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $32,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,957 | $71,142+72.8% | $119,609+2.8% | $64,808+89.7% |
| Participation rate | 57.0% | 78.6%-21.6pp | 79.3%-22.3pp | 71.5%-14.5pp |
| Annual return | -15.96% | -10.01%-6.0pp | -14.97%-1.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,953 | $2,497-21.8% | $4,232-53.8% | $2,506-22.1% |
| Participant deferral / active EE | $4,415 | $4,490-1.7% | $5,602-21.2% | $4,310+2.4% |
| Admin fee / account holder | $228 | $162+40.6% | $10,323-97.8% | $188+21.4% |