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, LLP5+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $21,371 |
NEWPORT GROUP, INC.5+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $15,170 |
NEWPORT GROUP, INC.5+ years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Direct payment fro... | $2,849 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $60,776 | $136,307-55.4% | $177,821-65.8% | $73,488-17.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 15.24% | 18.68%-3.4pp | 48.32%-33.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,303 | $3,712-64.9% | $5,918-78.0% | $2,270-42.6% |
| Participant deferral / active EE | $2,677 | $5,829-54.1% | $7,714-65.3% | $3,740-28.4% |
| Admin fee / account holder | $274 | $596-54.1% | $12,427-97.8% | $513-46.7% |