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 | $89,231 |
BDC ADVISORY, LLC2 years Service code 27 · EIN 62-1750935 | Advisory (Plan) | $36,836 |
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.)
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 | $206,666 | $50,815+306.7% | $155,509+32.9% | $77,643+166.2% |
| Participation rate | 45.3% | 63.1%-17.8pp | 78.2%-32.9pp | 70.6%-25.3pp |
| Annual return | 15.96% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,959 | $1,993-1.7% | $4,672-58.1% | $2,726-28.1% |
| Participant deferral / active EE | $4,064 | $2,822+44.0% | $5,626-27.8% | $4,647-12.6% |
| Admin fee / account holder | $670 | $437+53.5% | $15,912-95.8% | $430+55.8% |