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, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,770 |
THREE BELL CAPITAL LLC2 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $6,408 |
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.
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 | $14,932 | $33,780-55.8% | $74,550-80.0% | $75,289-80.2% |
| Participation rate | 91.3% | 62.7%+28.6pp | 69.1%+22.2pp | 72.4%+18.9pp |
| Annual return | -6.01% | -1.24%-4.8pp | 32.53%-38.5pp | -0.04%-6.0pp |
| Employer contribution / active EE | $0 | $845-100.0% | $1,961-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,420 | $1,890+81.0% | $3,108+10.0% | $3,739-8.5% |
| Admin fee / account holder | $37 | $86-56.8% | $5,060-99.3% | $102-63.6% |