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, LLP5 years Filed as: DHG WEALTH ADVISORS Service code 27 · EIN 57-1104234 | Advisory (Plan) | $22,489 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS WEALTH ADVISORS Service code 27 910 E ST LOUIS STREET · SPRINGFIELD, MO 658062570 | Advisory (Plan) | $10,474 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,435 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,023 | $64,119-26.7% | $112,228-58.1% | $66,914-29.7% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.1%+2.7pp | 69.8%+8.0pp |
| Annual return | -9.12% | -13.81%+4.7pp | 27.45%-36.6pp | 1.58%-10.7pp |
| Employer contribution / active EE | $740 | $3,005-75.4% | $3,635-79.6% | $2,544-70.9% |
| Participant deferral / active EE | $4,413 | $3,693+19.5% | $4,728-6.7% | $4,237+4.2% |
| Admin fee / account holder | $259 | $625-58.6% | $6,410-96.0% | $593-56.4% |