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 |
|---|---|---|
Service code 27 · EIN 33-0804608 | Advisory (Plan) | $25,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,853 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,109 | $66,302-59.1% | $110,238-75.4% | $56,287-51.8% |
| Participation rate | 85.0% | 74.9%+10.1pp | 79.8%+5.2pp | 69.9%+15.2pp |
| Annual return | -5.49% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,257 | $2,047-38.6% | $3,826-67.2% | $2,111-40.5% |
| Participant deferral / active EE | $3,175 | $3,381-6.1% | $4,672-32.0% | $3,350-5.2% |
| Admin fee / account holder | $252 | $698-63.9% | $8,547-97.1% | $521-51.7% |