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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $44,816 |
BKS RETIREMENT SERVICES2 years Service code 99 · EIN 84-1921272 | Other Fees | $22,516 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,886 | $91,407-42.1% | $135,903-61.1% | $71,457-26.0% |
| Participation rate | 96.4% | 75.7%+20.8pp | 81.9%+14.5pp | 67.9%+28.5pp |
| Annual return | 25.42% | 29.90%-4.5pp | 68.23%-42.8pp | 28.85%-3.4pp |
| Employer contribution / active EE | $3,166 | $3,703-14.5% | $4,856-34.8% | $2,588+22.4% |
| Participant deferral / active EE | $6,787 | $7,092-4.3% | $7,758-12.5% | $4,289+58.3% |
| Admin fee / account holder | $316 | $1,266-75.0% | $10,762-97.1% | $1,587-80.1% |