See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LEADING RETIREMENT SOLUTIONS1+ years Service code 15 · EIN 45-1200308 | Recordkeeping | $36,308 |
HFM INVESTMENT ADVISORS1+ years Filed as: HFM INVESTMENT ADVISORS, LLC Service code 26 · EIN 82-1797253 | Advisory (Participants) | $24,577 |
FISHERBROYLES, LLP1+ years Filed as: FISHERBROYLES Service code 16 · EIN 56-2332885 | Consulting | $8,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,220 | $95,274-91.4% | $135,903-94.0% | $74,419-89.0% |
| Participation rate | 2.7% | 78.2%-75.4pp | 81.9%-79.2pp | 70.7%-68.0pp |
| Annual return | 0.00% | 32.77%-32.8pp | 68.23%-68.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $9 | $3,874-99.8% | $4,856-99.8% | $2,637-99.7% |
| Participant deferral / active EE | $2,141 | $7,782-72.5% | $7,758-72.4% | $4,528-52.7% |
| Admin fee / account holder | $110 | $266-58.8% | $10,762-99.0% | $348-68.5% |