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, LLP2+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $20,522 |
NEWPORT GROUP, INC.2+ years Filed as: THE NEWPORT GROUP, INC. Service code 13 · EIN 27-2037969 | Contract Administrator | $7,743 |
NEWPORT GROUP, INC.2+ years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Direct payment fro... | $0 |
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 | $48,884 | $89,739-45.5% | $149,718-67.3% | $62,292-21.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.55% | 21.01%-3.5pp | 1501.63%-1484.1pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,322 | $3,233-59.1% | $5,445-75.7% | $2,042-35.3% |
| Participant deferral / active EE | $2,985 | $4,797-37.8% | $6,569-54.6% | $3,169-5.8% |
| Admin fee / account holder | $228 | $551-58.6% | $11,283-98.0% | $479-52.3% |