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 LLP9+ years Service code 10 · EIN 13-0485070 | Accounting | $22,000 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $10,400 |
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 | $81,923 | $91,372-10.3% | $129,995-37.0% | $74,419+10.1% |
| Participation rate | 76.6% | 77.8%-1.2pp | 78.5%-1.9pp | 70.7%+5.8pp |
| Annual return | 22.68% | 23.21%-0.5pp | -137.18%+159.9pp | 34.38%-11.7pp |
| Employer contribution / active EE | $2,198 | $2,563-14.2% | $4,320-49.1% | $2,637-16.6% |
| Participant deferral / active EE | $8,238 | $4,721+74.5% | $5,820+41.5% | $4,528+81.9% |
| Admin fee / account holder | $80 | $283-71.7% | $10,614-99.2% | $348-76.9% |