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, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 301 EAST LAS OLAS BLVD., 4TH FLOOR · FORT LAUDERDALE, FL 33301 | Accounting | $0 |
ERISA PENSION SYSTEMS6+ years Service code 15 · EIN 65-0974501 100 SE 3RD AVE · FORT LAUDERDALE, FL 33394 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $437,876 | $100,801+334.4% | $149,696+192.5% | $73,409+496.5% |
| Participation rate | 98.6% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 13.23% | 265.34%-252.1pp | 276.60%-263.4pp | 59.29%-46.1pp |
| Employer contribution / active EE | $9,165 | $3,312+176.7% | $4,644+97.3% | $2,234+310.3% |
| Participant deferral / active EE | $10,313 | $6,404+61.0% | $6,842+50.7% | $3,805+171.0% |
| Admin fee / account holder | $840 | $181+364.5% | $9,309-91.0% | $158+431.9% |