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 |
|---|---|---|
SACKETT FINANCIAL ADVISORS2 years Filed as: SACKETT WEALTH ADVISORS, INC. Service code 15 · EIN 82-3055547 | Recordkeeping | $19,502 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,977 | $93,182-52.8% | $146,665-70.0% | $79,386-44.6% |
| Participation rate | 55.0% | 76.4%-21.4pp | 80.1%-25.1pp | 70.7%-15.7pp |
| Annual return | 13.15% | 21.61%-8.5pp | 22.74%-9.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,503 | $2,420-37.9% | $4,136-63.7% | $2,427-38.1% |
| Participant deferral / active EE | $3,292 | $4,169-21.0% | $5,506-40.2% | $4,046-18.6% |
| Admin fee / account holder | $292 | $585-50.1% | $10,280-97.2% | $626-53.4% |