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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $311,864 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $57,088 |
SEYFARTH SHAW LLP6 years Service code 29 · EIN 36-2152202 | Legal | $26,717 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $218,689 | $115,744+88.9% | $100,391+117.8% | $199,593+9.6% |
| Participation rate | 78.7% | 85.7%-6.9pp | 81.5%-2.8pp | 72.0%+6.7pp |
| Annual return | 12.49% | 17.79%-5.3pp | 49.20%-36.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | $5,466 | $3,657+49.5% | $3,942+38.7% | $3,034+80.1% |
| Participant deferral / active EE | $8,826 | $9,844-10.3% | $8,082+9.2% | $5,087+73.5% |
| Admin fee / account holder | $203 | $93+118.8% | $7,899-97.4% | $269-24.4% |