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 | $201,095 |
Service code 16 · EIN 43-1451524 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $65,000 |
BDO USA, LLP2 years 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 | $142,774 | $91,372+56.3% | $129,995+9.8% | $74,419+91.9% |
| Participation rate | 54.6% | 77.8%-23.2pp | 78.5%-23.9pp | 70.7%-16.2pp |
| Annual return | 19.22% | 23.21%-4.0pp | -137.18%+156.4pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,982 | $2,563-22.7% | $4,320-54.1% | $2,637-24.9% |
| Participant deferral / active EE | $4,532 | $4,721-4.0% | $5,820-22.1% | $4,528+0.1% |
| Admin fee / account holder | $230 | $283-18.7% | $10,614-97.8% | $348-33.8% |