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 9-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 15 · EIN 13-3689044 | Recordkeeping | $71,095 |
BDC ADVISORY, LLC1 year Service code 27 · EIN 62-1750935 | Advisory (Plan) | $29,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,037 | $47,126+246.0% | $149,673+8.9% | $74,419+119.1% |
| Participation rate | 48.7% | 63.4%-14.7pp | 78.8%-30.1pp | 70.7%-22.1pp |
| Annual return | 20.53% | 22.75%-2.2pp | 134.42%-113.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,922 | $1,905+0.9% | $4,818-60.1% | $2,637-27.1% |
| Participant deferral / active EE | $4,806 | $2,728+76.2% | $5,680-15.4% | $4,528+6.1% |
| Admin fee / account holder | $500 | $343+46.0% | $13,210-96.2% | $348+43.9% |