See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $12,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,365 |
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 | $94,743 | $82,202+15.3% | $125,339-24.4% | $64,808+46.2% |
| Participation rate | 99.8% | 77.9%+21.9pp | 82.4%+17.4pp | 71.5%+28.3pp |
| Annual return | 50.14% | 3.48%+46.7pp | 572.05%-521.9pp | 32.82%+17.3pp |
| Employer contribution / active EE | $15,448 | $3,615+327.3% | $4,814+220.9% | $2,506+516.5% |
| Participant deferral / active EE | $12,717 | $7,175+77.2% | $7,446+70.8% | $4,310+195.0% |
| Admin fee / account holder | $27 | $163-83.4% | $10,010-99.7% | $188-85.5% |