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, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $11,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,578 | $88,122-88.0% | $141,162-92.5% | $67,579-84.3% |
| Participation rate | 94.2% | 76.5%+17.7pp | 82.5%+11.7pp | 71.3%+22.9pp |
| Annual return | 14.52% | 75.40%-60.9pp | 71.39%-56.9pp | 378.56%-364.0pp |
| Employer contribution / active EE | $1,318 | $3,224-59.1% | $4,735-72.2% | $2,148-38.6% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $44 | $131-66.2% | $10,261-99.6% | $142-68.9% |