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: DHG WEALTH ADVISORS Service code 27 · EIN 57-1104234 | Advisory (Plan) | $14,880 |
Filed as: FIDELITY INVESTMENTS INSTUTIONAL OP Service code 37 · EIN 04-2647786 | Loan Processing | $8,302 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,327 | $80,753-61.2% | $136,294-77.0% | $62,292-49.7% |
| Participation rate | 79.5% | 73.5%+5.9pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 24.33% | 35.83%-11.5pp | 5155.94%-5131.6pp | 28.90%-4.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,404 | $5,164+4.6% | $6,247-13.5% | $3,169+70.5% |
| Admin fee / account holder | $165 | $525-68.5% | $9,243-98.2% | $479-65.5% |