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 Service code 10 · EIN 13-5381590 | Accounting | $4,688 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $909 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 · EIN 26-4310632 | Other Services | $14 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,121 | $80,753+4.2% | $136,294-38.3% | $62,292+35.0% |
| Participation rate | 89.1% | 73.5%+15.6pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 20.69% | 35.83%-15.1pp | 5155.94%-5135.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,826 | $2,884-36.7% | $4,695-61.1% | $2,042-10.6% |
| Participant deferral / active EE | $7,084 | $5,164+37.2% | $6,247+13.4% | $3,169+123.5% |
| Admin fee / account holder | $31 | $525-94.0% | $9,243-99.7% | $479-93.4% |