Filed April 24, 2023
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, LLP1 year Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 | Accounting | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,780 | $50,820-67.0% | $155,567-89.2% | $77,671-78.4% |
| Participation rate | 98.2% | 63.1%+35.0pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 11.83% | 34.85%-23.0pp | 64.74%-52.9pp | 31.21%-19.4pp |
| Employer contribution / active EE | $2,238 | $1,993+12.3% | $4,674-52.1% | $2,726-17.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $23 | $436-94.8% | $15,916-99.9% | $430-94.7% |