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 LLP6+ years Service code 99 · EIN 13-0485070 | Other Fees | $16,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,640 | $78,419+4.1% | $133,956-39.1% | $73,409+11.2% |
| Participation rate | 78.2% | 78.6%-0.4pp | 79.8%-1.7pp | 72.2%+6.0pp |
| Annual return | 15.56% | 33.35%-17.8pp | 45.09%-29.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,147 | $2,044-43.9% | $3,919-70.7% | $2,234-48.6% |
| Participant deferral / active EE | $7,289 | $3,925+85.7% | $5,048+44.4% | $3,805+91.5% |
| Admin fee / account holder | $56 | $161-65.5% | $8,927-99.4% | $158-64.8% |