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, LLP4+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $19,090 |
NEWPORT GROUP, INC.4+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $14,690 |
NEWPORT GROUP, INC.4+ years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $2,547 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,607 | $98,982-44.8% | $162,163-66.3% | $65,185-16.2% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 22.55% | 24.84%-2.3pp | 115.59%-93.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,332 | $3,467-61.6% | $5,614-76.3% | $2,177-38.8% |
| Participant deferral / active EE | $2,683 | $5,384-50.2% | $7,298-63.2% | $3,514-23.7% |
| Admin fee / account holder | $271 | $596-54.5% | $10,843-97.5% | $847-68.0% |