See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BGBC PARTNERS LLP7 years Filed as: BGBC Service code 10 · EIN 20-5804172 | Accounting | $20,260 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$32,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,089 | $55,415+549.8% | $155,509+131.6% | $74,495+383.4% |
| Participation rate | 69.9% | 61.9%+7.9pp | 78.2%-8.3pp | 67.2%+2.7pp |
| Annual return | 16.00% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $6,438 | $2,267+184.0% | $4,672+37.8% | $2,623+145.4% |
| Participant deferral / active EE | $5,381 | $2,836+89.7% | $5,626-4.4% | $4,346+23.8% |
| Admin fee / account holder | -$78 | $1,738-104.5% | $15,912-100.5% | $1,942-104.0% |