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 |
|---|---|---|
BERDON LLP5+ years Service code 99 · EIN 11-1000111 | Other Fees | $28,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,441 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,935 | $69,159+17.0% | $125,175-35.3% | $67,579+19.8% |
| Participation rate | 71.6% | 78.2%-6.6pp | 79.8%-8.2pp | 71.3%+0.3pp |
| Annual return | 21.77% | 27.12%-5.3pp | 43.79%-22.0pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,618 | $2,023-20.0% | $3,865-58.1% | $2,148-24.6% |
| Participant deferral / active EE | $6,966 | $3,700+88.3% | $4,937+41.1% | $3,539+96.8% |
| Admin fee / account holder | $115 | $142-18.9% | $9,702-98.8% | $142-19.2% |