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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,260 |
Filed as: FIRST LIGHT RETIREMENT, LLC Service code 15 · EIN 86-3483132 | Recordkeeping | $7,726 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,376 | $49,451+64.6% | $79,550+2.3% | $66,914+21.6% |
| Participation rate | 56.0% | 61.3%-5.3pp | 69.5%-13.5pp | 69.8%-13.8pp |
| Annual return | -14.63% | 84.25%-98.9pp | 0.16%-14.8pp | 1.58%-16.2pp |
| Employer contribution / active EE | $965 | $1,266-23.7% | $2,413-60.0% | $2,544-62.1% |
| Participant deferral / active EE | $3,412 | $3,159+8.0% | $3,985-14.4% | $4,237-19.5% |
| Admin fee / account holder | $281 | $595-52.8% | $6,832-95.9% | $593-52.7% |