Filed January 7, 2025
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 9-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, LLP8 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $23,000 |
Service code 29 · EIN 36-1453176 | Legal | $6,080 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$983,420 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $436,989 | $119,627+265.3% | $146,958+197.4% | $99,062+341.1% |
| Participation rate | 97.9% | 73.4%+24.5pp | 82.2%+15.8pp | 71.6%+26.3pp |
| Annual return | 15.48% | 28.82%-13.3pp | 418.34%-402.9pp | 17.66%-2.2pp |
| Employer contribution / active EE | $9,403 | $4,153+126.4% | $4,933+90.6% | $3,262+188.3% |
| Participant deferral / active EE | $16,448 | $7,997+105.7% | $8,070+103.8% | $5,331+208.5% |
| Admin fee / account holder | -$114 | $150-175.9% | $12,998-100.9% | $109-204.2% |