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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $114,420 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $26,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,398 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,928 | $122,186-8.4% | $146,958-23.8% | $199,593-43.9% |
| Participation rate | 92.2% | 78.3%+13.9pp | 82.2%+10.1pp | 72.0%+20.3pp |
| Annual return | 16.87% | 30.56%-13.7pp | 418.34%-401.5pp | 34.25%-17.4pp |
| Employer contribution / active EE | $2,725 | $4,093-33.4% | $4,933-44.8% | $3,034-10.2% |
| Participant deferral / active EE | $6,810 | $8,502-19.9% | $8,070-15.6% | $5,087+33.9% |
| Admin fee / account holder | $106 | $179-40.8% | $12,998-99.2% | $269-60.7% |