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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,442 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
BDO USA, LLP6 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $22,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,480 | $34,677+31.2% | $77,024-41.0% | $64,808-29.8% |
| Participation rate | 92.0% | 49.8%+42.1pp | 67.9%+24.1pp | 71.5%+20.5pp |
| Annual return | -17.35% | -5.33%-12.0pp | 42.32%-59.7pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,581 | $1,370+15.4% | $2,812-43.8% | $2,506-36.9% |
| Participant deferral / active EE | $8,131 | $2,556+218.1% | $4,426+83.7% | $4,310+88.6% |
| Admin fee / account holder | $217 | $179+21.5% | $5,425-96.0% | $188+15.5% |