See peer percentile detail. $4.99 for your first month.
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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 SERVICES4 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 DBA BKS RETIREMENT S · CLEARWATER, FL 33763 | Advisory (Plan) | $70,878 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,629 |
WEAVER AND TIDWELL, LLP6 years Service code 10 2821 W 7TH STREET SUITE 700 · FORT WORTH, TX 76107 | Accounting | $17,903 |
HOLZKNECHT UMALI, INC.1 year Filed as: HOLZKNECHT UMALI INC Service code 13 P.O. BOX 929 · FULSHEAR, TX 77441 | Contract Administrator | $12,533 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,546 | $88,890-33.0% | $102,423-41.9% | $77,643-23.3% |
| Participation rate | 86.2% | 80.9%+5.3pp | 76.5%+9.7pp | 70.6%+15.6pp |
| Annual return | 13.12% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,429 | $2,698-47.0% | $3,023-52.7% | $2,726-47.6% |
| Participant deferral / active EE | $4,824 | $5,145-6.2% | $5,053-4.5% | $4,647+3.8% |
| Admin fee / account holder | $264 | $235+12.3% | $9,451-97.2% | $430-38.6% |