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, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,132 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,622 | $99,957+7.7% | $149,696-28.1% | $73,488+46.4% |
| Participation rate | 82.5% | 75.7%+6.8pp | 82.5%0pp | 70.7%+11.8pp |
| Annual return | 23.41% | 53.87%-30.5pp | 276.60%-253.2pp | 28.51%-5.1pp |
| Employer contribution / active EE | $2,643 | $3,191-17.2% | $4,644-43.1% | $2,270+16.4% |
| Participant deferral / active EE | $7,978 | $6,073+31.4% | $6,842+16.6% | $3,740+113.4% |
| Admin fee / account holder | $78 | $551-85.8% | $9,309-99.2% | $513-84.7% |