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 Filed as: BDO USA, P.C. Service code 13 300 E MAIN ST STE 1300 · NORFOLK, VA 23510 | Contract Administrator | $8,892 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMEN PLAN SVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 23510 | Recordkeeping Fees | $3,711 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,485 | $47,126-39.6% | $149,673-81.0% | $74,419-61.7% |
| Participation rate | 72.5% | 63.4%+9.1pp | 78.8%-6.2pp | 70.7%+1.8pp |
| Annual return | 15.26% | 22.75%-7.5pp | 134.42%-119.2pp | 34.38%-19.1pp |
| Employer contribution / active EE | $901 | $1,905-52.7% | $4,818-81.3% | $2,637-65.8% |
| Participant deferral / active EE | $1,640 | $2,728-39.9% | $5,680-71.1% | $4,528-63.8% |
| Admin fee / account holder | $5 | $343-98.5% | $13,210-100.0% | $348-98.5% |