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 6-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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,529 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $90,257 | $115,882-22.1% | $100,516-10.2% | $158,922-43.2% |
| Participation rate | 76.2% | 81.6%-5.4pp | 79.4%-3.2pp | 82.0%-5.8pp |
| Annual return | 15.15% | 34.79%-19.6pp | 30.89%-15.7pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,461 | $4,103-40.0% | $3,418-28.0% | $4,761-48.3% |
| Participant deferral / active EE | $10,181 | $6,674+52.5% | $6,270+62.4% | $5,982+70.2% |
| Admin fee / account holder | $166 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |