Filed May 27, 2026 (most recent of 2 filings on file)
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, P.C. Service code 10 · EIN 13-5381590 | Accounting | $35,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,984 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,161 | $95,274-67.3% | $135,903-77.1% | $74,419-58.1% |
| Participation rate | 97.4% | 78.2%+19.2pp | 81.9%+15.5pp | 70.7%+26.6pp |
| Annual return | 11.16% | 32.77%-21.6pp | 68.23%-57.1pp | 34.38%-23.2pp |
| Employer contribution / active EE | $4,352 | $3,874+12.3% | $4,856-10.4% | $2,637+65.0% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $121 | $266-54.4% | $10,762-98.9% | $348-65.1% |