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 |
|---|---|---|
BPM LLP1 year Service code 10 · EIN 81-4234542 10 ALMADEN BLVD · SAN JOSE, CA 95113 | Accounting | $13,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $10,216 | $48,046-78.7% | $84,611-87.9% | $72,985-86.0% |
| Participation rate | 17.9% | 57.6%-39.7pp | 68.2%-50.4pp | 69.5%-51.6pp |
| Annual return | -2.78% | 37.38%-40.2pp | 258.74%-261.5pp | 81.00%-83.8pp |
| Employer contribution / active EE | $390 | $1,602-75.7% | $2,652-85.3% | $2,440-84.0% |
| Participant deferral / active EE | $1,137 | $2,680-57.6% | $3,899-70.8% | $3,607-68.5% |
| Admin fee / account holder | $444 | $3,395-86.9% | $4,912-91.0% | $5,124-91.3% |