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, PLLC2+ years Filed as: KRAFT CPA'S PLLC Service code 10 555 GREAT CIRCLE RD · NASHVILLE, TN 37228 | Accounting | $3,259 |
BKD, LLP2+ years Filed as: BKD WEALTH ADVISORS Service code 10 PO BOX 1190 · SPRINGFIELD, MO 658900115 | Accounting | $2,208 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 27 1240 ASHLEY CIRCLE, SUITE A · BOWLING GREEN, KY 42104 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,046 | $63,299-20.9% | $91,001-45.0% | $62,292-19.7% |
| Participation rate | 71.4% | 73.3%-1.9pp | 75.6%-4.2pp | 69.5%+1.9pp |
| Annual return | 12.90% | 20.99%-8.1pp | 4.60%+8.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,243 | $2,943-23.8% | $3,547-36.8% | $3,169-29.2% |
| Admin fee / account holder | $37 | $468-92.0% | $5,417-99.3% | $479-92.2% |