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, LLP3 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $15,500 |
Filed as: SIGNATURE ESTATE&INVESTMENT Service code 27 · EIN 95-4808910 | Advisory (Plan) | $13,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,900 |
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 | $80,104 | $89,355-10.4% | $141,162-43.3% | $72,985+9.8% |
| Participation rate | 51.2% | 75.1%-23.9pp | 82.5%-31.3pp | 69.5%-18.3pp |
| Annual return | 18.93% | 111.85%-92.9pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $2,472 | $3,114-20.6% | $4,735-47.8% | $2,440+1.3% |
| Participant deferral / active EE | $7,091 | $5,418+30.9% | $6,709+5.7% | $3,607+96.6% |
| Admin fee / account holder | $471 | $5,958-92.1% | $10,261-95.4% | $5,124-90.8% |