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 Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $20,420 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,068 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,989 | $89,355+6.3% | $141,162-32.7% | $72,985+30.1% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 24.54% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $4,352 | $3,114+39.7% | $4,735-8.1% | $2,440+78.4% |
| Participant deferral / active EE | $10,306 | $5,418+90.2% | $6,709+53.6% | $3,607+185.7% |
| Admin fee / account holder | $122 | $5,958-97.9% | $10,261-98.8% | $5,124-97.6% |