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 LLP1 year Filed as: BERDON Service code 99 · EIN 13-0485070 | Other Fees | $36,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,911 | $86,225+3.1% | $146,665-39.4% | $86,799+2.4% |
| Participation rate | 70.8% | 78.0%-7.2pp | 80.1%-9.3pp | 72.3%-1.5pp |
| Annual return | 16.20% | 31.23%-15.0pp | 22.74%-6.5pp | 97.91%-81.7pp |
| Employer contribution / active EE | $1,764 | $2,392-26.2% | $4,136-57.3% | $2,405-26.7% |
| Participant deferral / active EE | $6,631 | $4,245+56.2% | $5,506+20.4% | $4,131+60.5% |
| Admin fee / account holder | $109 | $195-44.0% | $10,280-98.9% | $170-35.5% |