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 LLC3+ years Filed as: BFSG, LLC Service code 27 2040 MAIN ST SUITE 150 · IRVINE, CA 92614 | Advisory (Plan) | $29,639 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $838 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,927 | $85,766+16.5% | $136,294-26.7% | $70,131+42.5% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 17.72% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,713 | $2,966+25.2% | $4,695-20.9% | $2,342+58.5% |
| Participant deferral / active EE | $10,174 | $5,051+101.4% | $6,247+62.9% | $3,332+205.4% |
| Admin fee / account holder | $233 | $5,420-95.7% | $9,243-97.5% | $4,645-95.0% |