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, LLP2 years Filed as: DHG WEALTH ADVISORS Service code 27 · EIN 57-1104234 | Advisory (Plan) | $23,060 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,759 | $63,114-30.7% | $92,893-52.9% | $65,185-32.9% |
| Participation rate | 59.6% | 68.8%-9.2pp | 76.0%-16.4pp | 70.2%-10.6pp |
| Annual return | 20.99% | 28.75%-7.8pp | 109.41%-88.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $666 | $2,571-74.1% | $3,653-81.8% | $2,177-69.4% |
| Participant deferral / active EE | $2,987 | $3,108-3.9% | $4,236-29.5% | $3,514-15.0% |
| Admin fee / account holder | $234 | $624-62.5% | $5,794-96.0% | $847-72.4% |