Filed May 14, 2021 (most recent of 2 filings on file)
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, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,220 |
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 | $95,808 | $112,772-15.0% | $57,343+67.1% | $59,188+61.9% |
| Participation rate | 76.3% | 71.3%+5.0pp | 75.1%+1.2pp | 69.4%+6.9pp |
| Annual return | 1.90% | 0.85%+1.1pp | 24.39%-22.5pp | 5.51%-3.6pp |
| Employer contribution / active EE | $4,182 | $3,400+23.0% | $2,689+55.6% | $2,098+99.3% |
| Participant deferral / active EE | $2,640 | $3,010-12.3% | $3,162-16.5% | $3,265-19.1% |
| Admin fee / account holder | $8 | $144-94.2% | $3,356-99.8% | $92-90.9% |