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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,240 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN WEALTH ADVISOR Service code 27 · EIN 57-1104234 | Advisory (Plan) | $49,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,826 | $56,095-52.2% | $178,490-85.0% | $90,288-70.3% |
| Participation rate | 32.4% | 65.6%-33.1pp | 81.9%-49.5pp | 73.4%-40.9pp |
| Annual return | 16.51% | 28.81%-12.3pp | 151.07%-134.6pp | 53.97%-37.5pp |
| Employer contribution / active EE | $155 | $1,572-90.1% | $5,011-96.9% | $2,524-93.8% |
| Participant deferral / active EE | $901 | $2,669-66.2% | $5,202-82.7% | $4,232-78.7% |
| Admin fee / account holder | $233 | $101+131.3% | $13,984-98.3% | $114+104.1% |