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 | $18,500 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,263 |
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 | $99,906 | $91,407+9.3% | $135,903-26.5% | $71,457+39.8% |
| Participation rate | 82.3% | 75.7%+6.6pp | 81.9%+0.4pp | 67.9%+14.3pp |
| Annual return | 23.19% | 29.90%-6.7pp | 68.23%-45.0pp | 28.85%-5.7pp |
| Employer contribution / active EE | $2,128 | $3,703-42.5% | $4,856-56.2% | $2,588-17.8% |
| Participant deferral / active EE | $7,546 | $7,092+6.4% | $7,758-2.7% | $4,289+75.9% |
| Admin fee / account holder | $86 | $1,266-93.2% | $10,762-99.2% | $1,587-94.6% |