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 ADVISORS5 years Filed as: SACKETT WEALTH ADVISORS, INC. Service code 15 · EIN 82-3055547 | Recordkeeping | $31,475 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,075 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,855 | $88,083-34.3% | $164,813-64.9% | $74,495-22.3% |
| Participation rate | 58.3% | 73.0%-14.8pp | 78.6%-20.3pp | 67.2%-8.9pp |
| Annual return | 10.59% | 17.26%-6.7pp | 69.93%-59.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,536 | $2,593-40.8% | $4,341-64.6% | $2,623-41.4% |
| Participant deferral / active EE | $3,272 | $4,498-27.2% | $6,031-45.7% | $4,346-24.7% |
| Admin fee / account holder | $406 | $2,234-81.8% | $12,690-96.8% | $1,942-79.1% |