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, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 15 · EIN 56-0747981 | Recordkeeping | $14,250 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,221 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 650 SOUTH EXETER STREET · MARYLAND, MD 21202 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,963 | $47,456-3.1% | $172,739-73.4% | $77,787-40.9% |
| Participation rate | 19.8% | 66.3%-46.5pp | 82.6%-62.8pp | 73.2%-53.4pp |
| Annual return | 22.28% | 35.57%-13.3pp | 802.84%-780.6pp | 32.57%-10.3pp |
| Employer contribution / active EE | $89 | $1,574-94.3% | $5,143-98.3% | $2,504-96.4% |
| Participant deferral / active EE | $885 | $2,560-65.4% | $5,198-83.0% | $3,967-77.7% |
| Admin fee / account holder | $34 | $81-58.1% | $13,954-99.8% | $100-66.2% |