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 7-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 |
|---|---|---|
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 17 · EIN 84-1921272 | Pension Consulting | $20,749 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $15,028 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $4,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,525 | $101,317-23.5% | $146,958-47.2% | $74,495+4.1% |
| Participation rate | 68.9% | 75.5%-6.7pp | 82.2%-13.3pp | 67.2%+1.7pp |
| Annual return | 15.10% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,497 | $3,810-60.7% | $4,933-69.6% | $2,623-42.9% |
| Participant deferral / active EE | $6,634 | $7,303-9.2% | $8,070-17.8% | $4,346+52.6% |
| Admin fee / account holder | $275 | $1,739-84.2% | $12,998-97.9% | $1,942-85.8% |