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 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $16,480 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,950 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $224 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,345 | $48,064-74.3% | $78,778-84.3% | $69,631-82.3% |
| Participation rate | 88.5% | 61.6%+26.9pp | 69.2%+19.3pp | 70.7%+17.8pp |
| Annual return | 15.68% | 21.81%-6.1pp | 35.62%-19.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $395 | $744-46.9% | $1,986-80.1% | $2,032-80.6% |
| Participant deferral / active EE | $2,488 | $2,079+19.7% | $2,958-15.9% | $3,224-22.8% |
| Admin fee / account holder | $51 | $152-66.8% | $5,134-99.0% | $110-54.3% |