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 10 · EIN 13-5381590 | Accounting | $13,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,375 |
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 | $35,529 | $85,135-58.3% | $98,907-64.1% | $73,409-51.6% |
| Participation rate | 81.4% | 81.1%+0.2pp | 76.0%+5.3pp | 72.2%+9.2pp |
| Annual return | 20.55% | 19.14%+1.4pp | 196.43%-175.9pp | 59.29%-38.7pp |
| Employer contribution / active EE | $1,496 | $2,721-45.0% | $2,689-44.4% | $2,234-33.0% |
| Participant deferral / active EE | $2,828 | $4,349-35.0% | $4,244-33.4% | $3,805-25.7% |
| Admin fee / account holder | $24 | $139-82.6% | $6,642-99.6% | $158-84.7% |