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: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,205 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,133 |
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 | $41,844 | $54,590-23.3% | $81,930-48.9% | $73,488-43.1% |
| Participation rate | 82.6% | 68.3%+14.3pp | 72.0%+10.6pp | 70.7%+11.9pp |
| Annual return | 18.69% | 17.74%+1.0pp | 29.49%-10.8pp | 28.51%-9.8pp |
| Employer contribution / active EE | $661 | $1,636-59.6% | $4,310-84.7% | $2,270-70.9% |
| Participant deferral / active EE | $2,391 | $2,759-13.3% | $7,107-66.4% | $3,740-36.1% |
| Admin fee / account holder | $122 | $592-79.3% | $5,158-97.6% | $513-76.1% |