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, LLP3 years Service code 13 150 BOUSH STREET · NORFOLK, VA 23510 | Contract Administrator | $24,306 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & MGMT CO. INC. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $888 |
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 | $98,021 | $98,982-1.0% | $162,163-39.6% | $65,185+50.4% |
| Participation rate | 96.0% | 85.8%+10.2pp | 87.6%+8.4pp | 70.2%+25.8pp |
| Annual return | 23.20% | 24.84%-1.6pp | 115.59%-92.4pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,651 | $3,467-23.5% | $5,614-52.8% | $2,177+21.8% |
| Participant deferral / active EE | $5,051 | $5,384-6.2% | $7,298-30.8% | $3,514+43.8% |
| Admin fee / account holder | $99 | $596-83.4% | $10,843-99.1% | $847-88.3% |