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 ADVISORS3 years Filed as: SACKETT WEALTH ADVISORS, INC. Service code 15 · EIN 82-3055547 | Recordkeeping | $21,954 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,851 | $86,655-54.0% | $119,609-66.7% | $66,914-40.4% |
| Participation rate | 57.2% | 75.6%-18.3pp | 79.3%-22.0pp | 69.8%-12.6pp |
| Annual return | -13.91% | -8.00%-5.9pp | -14.97%+1.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,503 | $2,536-40.7% | $4,232-64.5% | $2,544-40.9% |
| Participant deferral / active EE | $3,296 | $4,358-24.4% | $5,602-41.2% | $4,237-22.2% |
| Admin fee / account holder | $307 | $755-59.3% | $10,323-97.0% | $593-48.2% |