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 USA LLP Service code 99 · EIN 13-5381590 770 KENMOOR SE STE 300 · GRAND RAPIDS, MI 49546 | Other Fees | $14,490 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $2,424 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,385 | $66,601+16.2% | $92,893-16.7% | $67,579+14.5% |
| Participation rate | 75.5% | 72.5%+3.0pp | 76.0%-0.5pp | 71.3%+4.2pp |
| Annual return | 24.54% | 92.58%-68.0pp | 109.41%-84.9pp | 378.56%-354.0pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,331 | $3,157+37.2% | $4,236+2.3% | $3,539+22.4% |
| Admin fee / account holder | $44 | $199-77.8% | $5,794-99.2% | $142-69.0% |