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 |
|---|---|---|
BFSG LLC1 year Filed as: BFSG, LLC Service code 16 · EIN 20-8161914 | Consulting | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,245 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $23,415 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,231 | $95,274+49.3% | $135,903+4.7% | $74,419+91.1% |
| Participation rate | 96.9% | 78.2%+18.7pp | 81.9%+15.0pp | 70.7%+26.1pp |
| Annual return | 18.38% | 32.77%-14.4pp | 68.23%-49.8pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,451 | $3,874-36.7% | $4,856-49.5% | $2,637-7.1% |
| Participant deferral / active EE | $11,728 | $7,782+50.7% | $7,758+51.2% | $4,528+159.0% |
| Admin fee / account holder | $101 | $266-61.9% | $10,762-99.1% | $348-70.9% |