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 · EIN 56-0747981 | Accounting | $16,500 |
Service code 27 · EIN 95-4808910 | Advisory (Plan) | $12,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,460 | $85,766-20.2% | $136,294-49.8% | $70,131-2.4% |
| Participation rate | 54.0% | 74.2%-20.2pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 13.76% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,188 | $2,966+7.5% | $4,695-32.1% | $2,342+36.1% |
| Participant deferral / active EE | $6,137 | $5,051+21.5% | $6,247-1.8% | $3,332+84.2% |
| Admin fee / account holder | $324 | $5,420-94.0% | $9,243-96.5% | $4,645-93.0% |