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 |
|---|---|---|
BDK, LLC1 year Service code 10 · EIN 44-0160260 | Accounting | $15,392 |
BENEFIT RESOURCES, INC.3+ years Service code 13 · EIN 62-1838285 | Contract Administrator | $9,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,623 | $89,739+75.6% | $149,718+5.3% | $62,292+153.0% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.2pp | 69.5%+29.7pp |
| Annual return | 14.82% | 21.01%-6.2pp | 1501.63%-1486.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $6,121 | $3,233+89.3% | $5,445+12.4% | $2,042+199.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $154 | $551-72.1% | $11,283-98.6% | $479-67.9% |