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: 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,565 | $56,317+89.2% | $71,209+49.7% | $74,304+43.4% |
| Participation rate | 77.3% | 55.1%+22.1pp | 73.8%+3.5pp | 60.3%+16.9pp |
| Annual return | 11.05% | 42.83%-31.8pp | 282.51%-271.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $2,284 | $2,160+5.7% | $2,721-16.1% | $2,241+1.9% |
| Participant deferral / active EE | $4,568 | $2,788+63.9% | $4,175+9.4% | $3,767+21.3% |
| Admin fee / account holder | $572 | $2,290-75.0% | $5,349-89.3% | $2,969-80.7% |