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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,399 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 15 · EIN 06-1517948 | Recordkeeping | $12,871 |
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 | $43,464 | $55,472-21.6% | $155,567-72.1% | $74,546-41.7% |
| Participation rate | 64.0% | 61.9%+2.1pp | 78.2%-14.2pp | 67.2%-3.2pp |
| Annual return | 14.12% | 268.72%-254.6pp | 64.74%-50.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,218 | $2,269-2.3% | $4,674-52.6% | $2,624-15.5% |
| Participant deferral / active EE | $4,619 | $2,838+62.8% | $5,628-17.9% | $4,347+6.2% |
| Admin fee / account holder | $266 | $1,743-84.8% | $15,916-98.3% | $1,944-86.3% |