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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,793 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 16 · EIN 84-1921272 | Consulting | $11,026 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $5,702 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,787 | $80,731+13.7% | $103,374-11.2% | $74,546+23.1% |
| Participation rate | 76.0% | 65.7%+10.4pp | 74.5%+1.5pp | 67.2%+8.8pp |
| Annual return | 17.74% | 27.56%-9.8pp | 24.89%-7.1pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $2,458 | $3,158-22.2% | $3,869-36.5% | $2,624-6.3% |
| Participant deferral / active EE | $6,993 | $3,860+81.2% | $5,058+38.3% | $4,347+60.9% |
| Admin fee / account holder | $181 | $2,369-92.4% | $8,394-97.8% | $1,944-90.7% |