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 |
|---|---|---|
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS Service code 26 4211 BOYSCOUT BLVD · TAMPA, FL 33607 | Advisory (Participants) | $19,846 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $18,873 |
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 | $82,219 | $130,194-36.8% | $169,993-51.6% | $71,457+15.1% |
| Participation rate | 83.9% | 86.1%-2.2pp | 87.0%-3.1pp | 67.9%+16.0pp |
| Annual return | 18.95% | 20.37%-1.4pp | 53.37%-34.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,645 | $4,381-16.8% | $6,785-46.3% | $2,588+40.9% |
| Participant deferral / active EE | $5,456 | $6,923-21.2% | $10,408-47.6% | $4,289+27.2% |
| Admin fee / account holder | $301 | $966-68.8% | $12,815-97.6% | $1,587-81.0% |