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, LLP2+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 17 · EIN 44-0160260 | Pension Consulting | $47,245 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,957 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $5,192 |
See 1 actuary disclosure. $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.
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 | $0 | $2,581-100.0% | $14,339-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 17.0%-17.0pp | 12.6%-12.6pp |
| Annual return | 5.15% | -1.65%+6.8pp | 1.15%+4.0pp | 4.56%+0.6pp |
| Employer contribution / active EE | $24,176 | $13,303+81.7% | $26,339-8.2% | $15,526+55.7% |
| Participant deferral / active EE | $0 | $273-100.0% | $178-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $10,769-100.0% | $3,605-100.0% | $1,711-100.0% |