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 |
|---|---|---|
Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $350,247 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 17 · EIN 84-1921272 | Pension Consulting | $71,881 |
DECISIONHR, INC.3 years Service code 12 · EIN 59-3405686 | Participant loan processing; Claims p... | $25,168 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,282 |
Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,314 | $36,953-31.5% | $80,569-68.6% | $96,393-73.7% |
| Participation rate | 14.3% | 33.6%-19.2pp | 67.0%-52.7pp | 71.3%-56.9pp |
| Annual return | 1.83% | 36.74%-34.9pp | 935.43%-933.6pp | 22.88%-21.1pp |
| Employer contribution / active EE | $205 | $774-73.5% | $2,723-92.5% | $3,238-93.7% |
| Participant deferral / active EE | $569 | $1,941-70.7% | $4,447-87.2% | $5,455-89.6% |
| Admin fee / account holder | $186 | $115+61.6% | $5,377-96.5% | $74+151.6% |