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 |
|---|---|---|
KRAFT CPAS, PLLC1+ years Filed as: KRAFT CPA'S PLLC Service code 10 555 GREAT CIRCLE RD · NASHVILLE, TN 37228 | Accounting | $4,077 |
BKD, LLP1+ years Filed as: BKD WEALTH ADVISORS Service code 10 PO BOX 1190 · SPRINGFIELD, MO 658900115 | Accounting | $3,967 |
AMERICAN FUNDS1+ years Service code 13 P.O. BOX 659530 · SAN ANTONIO, TX 782659530 | Contract Administrator | $750 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 27 1240 ASHLEY CIRCLE, SUITE A · BOWLING GREEN, KY 42104 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,278 | $56,629-46.5% | $77,999-61.2% | $55,167-45.1% |
| Participation rate | 71.9% | 73.3%-1.4pp | 75.5%-3.6pp | 69.0%+2.9pp |
| Annual return | -1.35% | 2866.98%-2868.3pp | 425.96%-427.3pp | 169.23%-170.6pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,841 | $2,777-33.7% | $3,497-47.4% | $3,054-39.7% |
| Admin fee / account holder | $32 | $467-93.2% | $5,480-99.4% | $504-93.7% |