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, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,500 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,185 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,129 | $66,302-10.8% | $110,238-46.4% | $56,287+5.1% |
| Participation rate | 93.0% | 74.9%+18.1pp | 79.8%+13.2pp | 69.9%+23.2pp |
| Annual return | -3.83% | -1.18%-2.7pp | 314.74%-318.6pp | -9.96%+6.1pp |
| Employer contribution / active EE | $4,559 | $2,047+122.7% | $3,826+19.2% | $2,111+116.0% |
| Participant deferral / active EE | $7,370 | $3,381+118.0% | $4,672+57.7% | $3,350+120.0% |
| Admin fee / account holder | $22 | $698-96.8% | $8,547-99.7% | $521-95.7% |