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: LAPORTE APAC Service code 10 · EIN 72-1088864 | Accounting | $27,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,261 | $42,582-78.3% | $171,082-94.6% | $57,658-83.9% |
| Participation rate | 75.0% | 63.9%+11.1pp | 76.7%-1.7pp | 70.2%+4.8pp |
| Annual return | 7.08% | 308.67%-301.6pp | 32.56%-25.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $213 | $1,306-83.7% | $4,002-94.7% | $1,974-89.2% |
| Participant deferral / active EE | $1,086 | $2,933-63.0% | $4,797-77.4% | $3,061-64.5% |
| Admin fee / account holder | $62 | $82-25.2% | $8,520-99.3% | $95-34.9% |