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 USA LLP Service code 99 · EIN 13-5381590 770 KENMOOR SE STE 300 · GRAND RAPIDS, MI 49546 | Other Fees | $15,107 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,989 | $91,517+8.2% | $101,248-2.2% | $73,409+34.8% |
| Participation rate | 78.9% | 73.8%+5.1pp | 75.8%+3.1pp | 72.2%+6.7pp |
| Annual return | 27.97% | 17.17%+10.8pp | 46.47%-18.5pp | 59.29%-31.3pp |
| Employer contribution / active EE | $1,421 | $2,877-50.6% | $3,660-61.2% | $2,234-36.4% |
| Participant deferral / active EE | $5,608 | $3,338+68.0% | $4,370+28.3% | $3,805+47.4% |
| Admin fee / account holder | $43 | $216-80.3% | $5,945-99.3% | $158-73.0% |