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: DHG WEALTH ADVISORS Service code 27 · EIN 57-1104234 | Advisory (Plan) | $33,114 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,640 |
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 | $50,459 | $77,660-35.0% | $109,143-53.8% | $79,386-36.4% |
| Participation rate | 71.0% | 67.8%+3.2pp | 75.9%-4.9pp | 70.7%+0.3pp |
| Annual return | 15.13% | 23.44%-8.3pp | 25.75%-10.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $858 | $2,797-69.3% | $3,722-76.9% | $2,427-64.6% |
| Participant deferral / active EE | $3,676 | $3,518+4.5% | $4,653-21.0% | $4,046-9.1% |
| Admin fee / account holder | $279 | $732-61.9% | $6,752-95.9% | $626-55.4% |