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 27 · EIN 82-1364595 | Advisory (Plan) | $36,469 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,445 |
BERGANKDV LTD8 years Filed as: BERGANKDV Service code 10 P.O. BOX 735484 · DALLAS, TX 75373 | Accounting | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,765 | $96,484+125.7% | $156,263+39.4% | $74,304+193.1% |
| Participation rate | 90.5% | 67.7%+22.9pp | 78.9%+11.6pp | 60.3%+30.2pp |
| Annual return | 16.81% | 17.73%-0.9pp | 59.47%-42.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $10,130 | $2,528+300.7% | $4,333+133.8% | $2,241+352.0% |
| Participant deferral / active EE | $8,970 | $4,286+109.3% | $6,158+45.7% | $3,767+138.1% |
| Admin fee / account holder | $404 | $3,728-89.2% | $14,255-97.2% | $2,969-86.4% |