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 10 · EIN 56-0747981 | Accounting | $6,615 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,168 | $31,388-70.8% | $73,545-87.5% | $62,292-85.3% |
| Participation rate | 38.6% | 39.9%-1.3pp | 54.9%-16.4pp | 69.5%-30.9pp |
| Annual return | 16.30% | 25.34%-9.0pp | -15.16%+31.5pp | 28.90%-12.6pp |
| Employer contribution / active EE | $335 | $498-32.8% | $1,219-72.5% | $2,042-83.6% |
| Participant deferral / active EE | $670 | $1,028-34.9% | $1,806-62.9% | $3,169-78.9% |
| Admin fee / account holder | $85 | $299-71.7% | $2,320-96.3% | $479-82.3% |