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 |
|---|---|---|
BDO USA, LLP2 years Filed as: BDO USA, P.A. Service code 10 · EIN 13-5381590 | Accounting | $13,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,062 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $135,202 | $101,317+33.4% | $146,958-8.0% | $74,495+81.5% |
| Participation rate | 79.4% | 75.5%+3.9pp | 82.2%-2.8pp | 67.2%+12.2pp |
| Annual return | 23.19% | 8730.91%-8707.7pp | 418.34%-395.1pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $2,298 | $3,810-39.7% | $4,933-53.4% | $2,623-12.4% |
| Participant deferral / active EE | $11,974 | $7,303+64.0% | $8,070+48.4% | $4,346+175.5% |
| Admin fee / account holder | $73 | $1,739-95.8% | $12,998-99.4% | $1,942-96.2% |