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 |
|---|---|---|
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 · EIN 84-1921272 | Advisory (Plan) | $31,906 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,960 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,947 |
Service code 27 · EIN 04-3630395 | Advisory (Plan) | $9,573 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,810 | $65,390+158.2% | $169,368-0.3% | $71,457+136.2% |
| Participation rate | 63.1% | 67.0%-3.9pp | 77.1%-14.1pp | 67.9%-4.9pp |
| Annual return | 19.51% | 21.31%-1.8pp | 405.60%-386.1pp | 28.85%-9.3pp |
| Employer contribution / active EE | $5,048 | $2,079+142.8% | $4,013+25.8% | $2,588+95.1% |
| Participant deferral / active EE | $8,755 | $4,367+100.5% | $6,221+40.7% | $4,289+104.1% |
| Admin fee / account holder | $614 | $1,324-53.6% | $9,003-93.2% | $1,587-61.3% |