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 | $16,500 |
Service code 10 · EIN 95-4345526 | Accounting | $10,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,114 |
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 | $150,201 | $76,050+97.5% | $96,544+55.6% | $71,457+110.2% |
| Participation rate | 96.0% | 74.4%+21.6pp | 76.0%+20.1pp | 67.9%+28.1pp |
| Annual return | 19.59% | 22.81%-3.2pp | 25.84%-6.3pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,523 | $2,244+12.4% | $2,965-14.9% | $2,588-2.5% |
| Participant deferral / active EE | $11,209 | $4,215+165.9% | $4,851+131.1% | $4,289+161.3% |
| Admin fee / account holder | $77 | $2,707-97.1% | $8,252-99.1% | $1,587-95.1% |