See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $25,266 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,290 |
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 | $130,032 | $101,317+28.3% | $146,958-11.5% | $74,495+74.6% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 18.53% | 8730.91%-8712.4pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $2,977 | $3,810-21.9% | $4,933-39.6% | $2,623+13.5% |
| Participant deferral / active EE | $7,819 | $7,303+7.1% | $8,070-3.1% | $4,346+79.9% |
| Admin fee / account holder | $132 | $1,739-92.4% | $12,998-99.0% | $1,942-93.2% |