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 |
|---|---|---|
HORNE LLP1+ years Service code 10 · EIN 20-1941244 | Accounting | $12,950 |
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: HUB INTERNATIONAL Service code 13 · EIN 35-0672425 | Contract Administrator | $9,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,493 | $70,667-11.6% | $123,104-49.2% | $52,331+19.4% |
| Participation rate | 53.5% | 83.7%-30.2pp | 86.8%-33.3pp | 68.1%-14.6pp |
| Annual return | 19.37% | 6.23%+13.1pp | 13.22%+6.2pp | 4.54%+14.8pp |
| Employer contribution / active EE | $1 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,074 | $506+112.1% | $9,015-88.1% | $592+81.6% |