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 |
|---|---|---|
Filed as: LUCAS, HORSFALL, MURPHY & PINDROH, Service code 15 · EIN 95-4659692 | Recordkeeping | $9,000 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,620 | $65,061+59.3% | $143,757-27.9% | $66,914+54.9% |
| Participation rate | 76.8% | 65.2%+11.6pp | 80.3%-3.5pp | 69.8%+7.0pp |
| Annual return | -20.95% | -11.14%-9.8pp | -0.04%-20.9pp | 1.58%-22.5pp |
| Employer contribution / active EE | $426 | $2,361-82.0% | $4,951-91.4% | $2,544-83.3% |
| Participant deferral / active EE | $4,837 | $2,919+65.7% | $5,637-14.2% | $4,237+14.2% |
| Admin fee / account holder | $93 | $502-81.5% | $14,673-99.4% | $593-84.4% |