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, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $16,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,931 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,787 | $98,750+16.2% | $149,696-23.3% | $79,858+43.7% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.5%+0.6pp | 69.6%+13.4pp |
| Annual return | 17.07% | 27.43%-10.4pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $4,223 | $3,216+31.3% | $4,644-9.1% | $2,471+70.9% |
| Participant deferral / active EE | $10,691 | $5,680+88.2% | $6,842+56.3% | $3,740+185.8% |
| Admin fee / account holder | $111 | $6,053-98.2% | $9,309-98.8% | $5,306-97.9% |