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 |
|---|---|---|
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,095 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,626 | $77,813-56.8% | $123,544-72.8% | $64,186-47.6% |
| Participation rate | 81.0% | 74.7%+6.3pp | 82.3%-1.3pp | 69.6%+11.5pp |
| Annual return | -4.47% | 12.48%-16.9pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,302 | $3,014-56.8% | $4,628-71.9% | $2,381-45.3% |
| Participant deferral / active EE | $4,423 | $5,240-15.6% | $6,426-31.2% | $3,470+27.5% |
| Admin fee / account holder | $171 | $5,519-96.9% | $9,284-98.2% | $4,888-96.5% |