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 |
|---|---|---|
BFSG LLC3 years Filed as: BFSG, LLC Service code 16 · EIN 20-8161914 | Consulting | $67,500 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $24,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,666 |
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 | $200,225 | $119,446+67.6% | $150,045+33.4% | $85,563+134.0% |
| Participation rate | 96.6% | 75.4%+21.2pp | 82.3%+14.3pp | 66.0%+30.6pp |
| Annual return | 15.81% | 23.72%-7.9pp | 62.55%-46.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,837 | $4,078-54.9% | $4,693-60.9% | $2,654-30.8% |
| Participant deferral / active EE | $12,055 | $7,985+51.0% | $7,997+50.7% | $4,375+175.5% |
| Admin fee / account holder | $101 | $548-81.6% | $13,435-99.3% | $834-87.9% |