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, LLP2 years Service code 12 501 RIVERSIDE AVE STE 800 · JACKSONVILLE, FL 32202 | Participant loan processing; Contract... | $16,801 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $6,799 |
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 | $24,562 | $37,196-34.0% | $154,107-84.1% | $55,725-55.9% |
| Participation rate | 85.2% | 64.1%+21.1pp | 83.0%+2.2pp | 70.9%+14.4pp |
| Annual return | -3.14% | 1319.68%-1322.8pp | 735.12%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $708 | $1,614-56.1% | $5,298-86.6% | $2,078-65.9% |
| Participant deferral / active EE | $1,598 | $2,068-22.7% | $5,081-68.6% | $3,356-52.4% |
| Admin fee / account holder | $8 | $102-91.7% | $13,411-99.9% | $115-92.7% |