Filed April 17, 2025 (most recent of 2 filings on file)
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 7-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 |
|---|---|---|
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 15 · EIN 06-1517948 | Recordkeeping | $17,575 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,530 | $122,239-44.8% | $184,203-63.3% | $74,495-9.3% |
| Participation rate | 84.5% | 85.5%-0.9pp | 86.8%-2.3pp | 67.2%+17.3pp |
| Annual return | 44.01% | 19.95%+24.1pp | 28.81%+15.2pp | 1364.94%-1320.9pp |
| Employer contribution / active EE | $2,589 | $4,537-42.9% | $6,427-59.7% | $2,623-1.3% |
| Participant deferral / active EE | $5,964 | $7,139-16.5% | $9,131-34.7% | $4,346+37.2% |
| Admin fee / account holder | $158 | $1,260-87.4% | $13,901-98.9% | $1,942-91.9% |