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 ADVISORS4 years Filed as: SACKETT WEALTH ADVISORS, INC. Service code 15 · EIN 82-3055547 | Recordkeeping | $24,871 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,464 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,557 | $82,978-39.1% | $129,995-61.1% | $71,457-29.2% |
| Participation rate | 60.7% | 74.1%-13.4pp | 78.5%-17.8pp | 67.9%-7.3pp |
| Annual return | 17.45% | 20.60%-3.1pp | -137.18%+154.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,633 | $2,622-37.7% | $4,320-62.2% | $2,588-36.9% |
| Participant deferral / active EE | $3,425 | $4,432-22.7% | $5,820-41.2% | $4,289-20.1% |
| Admin fee / account holder | $333 | $1,729-80.7% | $10,614-96.9% | $1,587-79.0% |