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 |
|---|---|---|
HILL WARD HENDERSON2+ years Filed as: JR HILL AND ASSOCIATES, INC. Service code 15 · EIN 34-1914557 | Recordkeeping | $20,333 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,721 | $76,000-29.3% | $154,107-65.1% | $64,186-16.3% |
| Participation rate | 91.7% | 70.4%+21.3pp | 83.0%+8.6pp | 69.6%+22.1pp |
| Annual return | 17.59% | 30.32%-12.7pp | 735.12%-717.5pp | 7.63%+10.0pp |
| Employer contribution / active EE | $655 | $3,351-80.5% | $5,298-87.6% | $2,381-72.5% |
| Participant deferral / active EE | $2,753 | $3,175-13.3% | $5,081-45.8% | $3,470-20.6% |
| Admin fee / account holder | $374 | $5,596-93.3% | $13,411-97.2% | $4,888-92.4% |