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 13 150 BOUSH STREET · NORFOLK, VA 23510 | Contract Administrator | $11,000 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MGMT CO. INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,263 |
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 | $90,663 | $89,739+1.0% | $149,718-39.4% | $62,292+45.5% |
| Participation rate | 95.9% | 85.1%+10.8pp | 87.1%+8.8pp | 69.5%+26.4pp |
| Annual return | 19.12% | 21.01%-1.9pp | 1501.63%-1482.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $2,697 | $3,233-16.6% | $5,445-50.5% | $2,042+32.1% |
| Participant deferral / active EE | $5,240 | $4,797+9.2% | $6,569-20.2% | $3,169+65.4% |
| Admin fee / account holder | $50 | $551-91.0% | $11,283-99.6% | $479-89.7% |