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 55 PO BOX 642743 · PITTSBURGH, PA 152642743 | Other Commissions | $8,974 |
ABACUS BENEFIT CONSULTANTS INC3+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $1,238 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MGMT CO, INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,170 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,297 | $50,637-36.2% | $86,590-62.7% | $62,292-48.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.42% | 20.80%-4.4pp | 964.84%-948.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,211 | $2,075+6.5% | $2,839-22.1% | $2,042+8.3% |
| Participant deferral / active EE | $2,643 | $2,611+1.2% | $3,609-26.8% | $3,169-16.6% |
| Admin fee / account holder | $60 | $413-85.4% | $4,906-98.8% | $479-87.4% |