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 Service code 99 330 NORTH WABASH · CHICAGO, IL 60611 | Other Fees | $27,610 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 · EIN 20-3691658 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,338 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,265 | $82,917+19.7% | $103,333-3.9% | $77,643+27.8% |
| Participation rate | 75.9% | 71.6%+4.4pp | 74.5%+1.4pp | 70.6%+5.4pp |
| Annual return | 16.37% | 19.13%-2.8pp | 24.88%-8.5pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,425 | $3,552-59.9% | $3,868-63.2% | $2,726-47.7% |
| Participant deferral / active EE | $6,169 | $4,108+50.2% | $5,057+22.0% | $4,647+32.7% |
| Admin fee / account holder | $57 | $638-91.1% | $8,355-99.3% | $430-86.8% |