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 |
|---|---|---|
BKS RETIREMENT SERVICES1 year Service code 99 · EIN 84-1921272 | Other Fees | $5,225 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $675 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,065 | $84,487-46.7% | $125,339-64.0% | $66,914-32.7% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -19.90% | -8.39%-11.5pp | 572.05%-592.0pp | 1.58%-21.5pp |
| Employer contribution / active EE | $3,132 | $3,553-11.8% | $4,814-34.9% | $2,544+23.1% |
| Participant deferral / active EE | $7,156 | $6,781+5.5% | $7,446-3.9% | $4,237+68.9% |
| Admin fee / account holder | $327 | $685-52.3% | $10,010-96.7% | $593-44.9% |