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 4-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 |
|---|---|---|
SMITH & HOWARD, PC3 years Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 15 · EIN 06-1517948 | Recordkeeping | $27,502 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,257 |
UHY LLP3 years Filed as: UHY, LLP Service code 15 · EIN 20-0694403 | Recordkeeping | $19,475 |
PASI, LLC2 years Service code 15 · EIN 26-1407927 | Recordkeeping | $10,670 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,991 | $91,762-67.3% | $67,502-55.6% | $77,643-61.4% |
| Participation rate | 38.5% | 75.9%-37.4pp | 72.9%-34.4pp | 70.6%-32.1pp |
| Annual return | 47.80% | 14.87%+32.9pp | 3512.12%-3464.3pp | 31.24%+16.6pp |
| Employer contribution / active EE | $901 | $3,181-71.7% | $2,731-67.0% | $2,726-66.9% |
| Participant deferral / active EE | $1,843 | $3,903-52.8% | $4,000-53.9% | $4,647-60.3% |
| Admin fee / account holder | $332 | $176+88.9% | $3,998-91.7% | $430-22.8% |