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 64 · EIN 71-0294708 | Recordkeeping Fees | $66,820 |
BKS RETIREMENT SERVICES3 years Service code 99 · EIN 84-1921272 | Other Fees | $47,357 |
Participant contribution per participant 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 | $55,800 | $106,028-47.4% | $146,958-62.0% | $77,643-28.1% |
| Participation rate | 95.7% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.2pp |
| Annual return | 239.87% | 56.73%+183.1pp | 418.34%-178.5pp | 31.24%+208.6pp |
| Employer contribution / active EE | $1,803 | $4,063-55.6% | $4,933-63.4% | $2,726-33.8% |
| Participant deferral / active EE | $3,409 | $7,990-57.3% | $8,070-57.8% | $4,647-26.7% |
| Admin fee / account holder | $148 | $337-56.2% | $12,998-98.9% | $430-65.7% |