Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: LEAVELL INVESTMENT MANAGEMENT, INC Service code 15 · EIN 63-0771955 | Recordkeeping | $37,343 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,734 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,565 | $47,105+126.2% | $68,368+55.9% | $67,986+56.7% |
| Participation rate | 77.3% | 51.8%+25.5pp | 73.8%+3.5pp | 57.2%+20.1pp |
| Annual return | 11.05% | 48.37%-37.3pp | 292.57%-281.5pp | 31.67%-20.6pp |
| Employer contribution / active EE | $2,284 | $1,859+22.9% | $2,649-13.8% | $2,019+13.1% |
| Participant deferral / active EE | $4,568 | $2,374+92.4% | $4,123+10.8% | $3,358+36.0% |
| Admin fee / account holder | $572 | $2,435-76.5% | $5,150-88.9% | $3,203-82.1% |