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: BKD WEALTH ADVISORS, LLC Service code 26 · EIN 44-0160260 | Advisory (Participants) | $45,246 |
Filed as: JOHN HANCOCK LIFE INSURANCE (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,362 | $51,288+15.7% | $81,983-27.6% | $73,409-19.1% |
| Participation rate | 83.0% | 64.0%+19.0pp | 69.2%+13.8pp | 72.2%+10.8pp |
| Annual return | 18.17% | 29.48%-11.3pp | 41.31%-23.1pp | 59.29%-41.1pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,522 | $2,715+140.2% | $3,722+75.2% | $3,805+71.4% |
| Admin fee / account holder | $122 | $125-2.8% | $5,664-97.8% | $158-22.9% |