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 |
|---|---|---|
FRANKIES FUN PARKS, LLC1 year Service code 15 · EIN 20-1456022 | Recordkeeping | $19,613 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,914 |
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 | $76,267 | $65,241+16.9% | $126,539-39.7% | $85,563-10.9% |
| Participation rate | 49.1% | 48.6%+0.4pp | 69.8%-20.7pp | 66.0%-16.9pp |
| Annual return | 17.23% | 42.19%-25.0pp | 425.95%-408.7pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,769 | $1,937-8.7% | $3,674-51.9% | $2,654-33.3% |
| Participant deferral / active EE | $2,670 | $3,032-11.9% | $4,083-34.6% | $4,375-39.0% |
| Admin fee / account holder | $133 | $1,031-87.1% | $6,065-97.8% | $834-84.1% |