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, PC2 years Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 15 · EIN 06-1517948 | Recordkeeping | $21,663 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,518 | $132,049-39.0% | $200,582-59.9% | $74,304+8.4% |
| Participation rate | 67.9% | 84.1%-16.2pp | 86.9%-19.0pp | 60.3%+7.6pp |
| Annual return | 18.20% | 22.22%-4.0pp | 42.33%-24.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,911 | $4,558-58.1% | $6,419-70.2% | $2,241-14.7% |
| Participant deferral / active EE | $4,184 | $7,213-42.0% | $9,331-55.2% | $3,767+11.1% |
| Admin fee / account holder | $210 | $2,405-91.2% | $16,305-98.7% | $2,969-92.9% |