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 10 · EIN 94-2586927 | Accounting | $9,000 |
BPM LLP1+ years Filed as: BPM ADVISORS INC Service code 27 · EIN 90-0779560 | Advisory (Plan) | $5,990 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,488 |
Employer contribution per participant 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).
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 | $9,067 | $33,745-73.1% | $64,105-85.9% | $55,191-83.6% |
| Participation rate | 81.8% | 59.4%+22.5pp | 68.2%+13.7pp | 69.2%+12.7pp |
| Annual return | 1.01% | 4.95%-3.9pp | 791.24%-790.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,678 | $1,929+38.8% | $2,822-5.1% | $3,046-12.1% |
| Admin fee / account holder | $22 | $94-76.6% | $4,499-99.5% | $91-75.7% |