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 7-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 37 · EIN 04-2647786 | Loan Processing | $100,303 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $31,500 |
BDO USA, LLP1 year Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 | Accounting | $26,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,286 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,037 | $102,197-61.8% | $142,449-72.6% | $74,419-47.5% |
| Participation rate | 98.8% | 79.8%+18.9pp | 76.8%+22.0pp | 70.7%+28.0pp |
| Annual return | 17.19% | 19.73%-2.5pp | 19.99%-2.8pp | 34.38%-17.2pp |
| Employer contribution / active EE | $4,024 | $5,052-20.3% | $4,847-17.0% | $2,637+52.6% |
| Participant deferral / active EE | $5,917 | $6,304-6.1% | $6,283-5.8% | $4,528+30.7% |
| Admin fee / account holder | $190 | $186+2.3% | $10,011-98.1% | $348-45.4% |