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 |
|---|---|---|
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $33,500 |
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 | $62,275 | $53,127+17.2% | $86,590-28.1% | $70,131-11.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 20.69% | 27.66%-7.0pp | 964.84%-944.2pp | 73.14%-52.5pp |
| Employer contribution / active EE | $3,145 | $2,068+52.1% | $2,839+10.8% | $2,342+34.3% |
| Participant deferral / active EE | $5,068 | $2,696+88.0% | $3,609+40.4% | $3,332+52.1% |
| Admin fee / account holder | $165 | $3,585-95.4% | $4,906-96.6% | $4,645-96.5% |