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 8-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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC3 years Filed as: HORNOR, TOWNSEND & KENT, LLC Service code 15 · EIN 23-0952300 | Recordkeeping | $22,074 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,034 |
H&CO LLP1 year Service code 15 · EIN 47-2427769 | Recordkeeping | $14,750 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $75 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,753 | $73,933-31.4% | $96,683-47.5% | $75,163-32.5% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 11.46% | 26.70%-15.2pp | 35.69%-24.2pp | 160.62%-149.2pp |
| Employer contribution / active EE | $3,191 | $2,928+9.0% | $3,737-14.6% | $2,670+19.5% |
| Participant deferral / active EE | $5,219 | $3,659+42.6% | $4,878+7.0% | $4,125+26.5% |
| Admin fee / account holder | $384 | $5,216-92.6% | $6,730-94.3% | $5,651-93.2% |