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, LLP4 years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $15,500 |
Filed as: SIGNATURE ESTATE & INVEST ADVS LLC Service code 27 · EIN 95-4808910 | Advisory (Plan) | $11,603 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,240 |
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.)
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 | $76,489 | $98,750-22.5% | $149,696-48.9% | $79,858-4.2% |
| Participation rate | 55.1% | 75.8%-20.7pp | 82.5%-27.4pp | 69.6%-14.5pp |
| Annual return | 12.44% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,793 | $3,216-44.3% | $4,644-61.4% | $2,471-27.4% |
| Participant deferral / active EE | $5,571 | $5,680-1.9% | $6,842-18.6% | $3,740+48.9% |
| Admin fee / account holder | $436 | $6,053-92.8% | $9,309-95.3% | $5,306-91.8% |