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 Service code 27 · EIN 13-5381590 | Advisory (Plan) | $8,625 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,974 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,982 | $84,936-69.4% | $111,297-76.7% | $79,386-67.3% |
| Participation rate | 96.9% | 75.9%+21.0pp | 77.3%+19.6pp | 70.7%+26.2pp |
| Annual return | 5.89% | 17.45%-11.6pp | 54.65%-48.8pp | 116.85%-111.0pp |
| Employer contribution / active EE | $1,926 | $1,979-2.7% | $2,731-29.5% | $2,427-20.7% |
| Participant deferral / active EE | $2,545 | $3,888-34.5% | $4,487-43.3% | $4,046-37.1% |
| Admin fee / account holder | $118 | $537-78.0% | $7,964-98.5% | $626-81.2% |