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 5-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 |
|---|---|---|
BKA WEALTH CONSULTING INC3 years Service code 27 · EIN 82-0734231 | Advisory (Plan) | $47,834 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $23,536 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $19,302 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,521 | $86,929-49.9% | $102,423-57.5% | $80,856-46.2% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.8pp | 67.6%+13.7pp |
| Annual return | 13.98% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,058 | $4,118+168.5% | $5,053+118.9% | $4,296+157.4% |
| Admin fee / account holder | $578 | $8,049-92.8% | $9,451-93.9% | $6,918-91.7% |