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 8-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 16-1450952 | Recordkeeping | $52,843 |
BKD, LLP1 year Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,802 | $43,504+111.0% | $68,793+33.4% | $56,287+63.1% |
| Participation rate | 95.2% | 67.8%+27.4pp | 72.2%+23.0pp | 69.9%+25.3pp |
| Annual return | -18.22% | -3.15%-15.1pp | -4.63%-13.6pp | -9.96%-8.3pp |
| Employer contribution / active EE | $2,634 | $1,525+72.7% | $2,625+0.4% | $2,111+24.8% |
| Participant deferral / active EE | $6,203 | $2,509+147.2% | $3,311+87.3% | $3,350+85.2% |
| Admin fee / account holder | $393 | $515-23.7% | $5,131-92.3% | $521-24.6% |