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, LLP6+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $27,671 |
NEWPORT GROUP, INC.6+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $16,833 |
NEWPORT GROUP, INC.6+ years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $3,689 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,207 | $121,341-43.8% | $189,513-64.0% | $79,386-14.1% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.8%+11.3pp | 70.7%+28.4pp |
| Annual return | 12.43% | 21.08%-8.7pp | 555.15%-542.7pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,539 | $3,915-60.7% | $6,162-75.0% | $2,427-36.6% |
| Participant deferral / active EE | $3,406 | $6,395-46.7% | $8,221-58.6% | $4,046-15.8% |
| Admin fee / account holder | $352 | $651-46.0% | $12,045-97.1% | $626-43.8% |