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 |
|---|---|---|
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $11,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,703 |
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 | $18,817 | $37,213-49.4% | $156,549-88.0% | $63,975-70.6% |
| Participation rate | 86.0% | 65.0%+21.0pp | 84.0%+2.0pp | 71.1%+14.9pp |
| Annual return | 51.73% | 47.89%+3.8pp | 32.23%+19.5pp | 48.65%+3.1pp |
| Employer contribution / active EE | $351 | $1,357-74.2% | $5,501-93.6% | $2,182-83.9% |
| Participant deferral / active EE | $923 | $2,070-55.4% | $4,871-81.1% | $3,356-72.5% |
| Admin fee / account holder | $3 | $56-93.9% | $13,027-100.0% | $70-95.1% |