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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,158 |
FIRST LIGHT RETIREMENT LLC2 years Filed as: FIRST LIGHT RETIREMENT, LLC Service code 15 · EIN 86-3483132 | Recordkeeping | $16,946 |
ADP BROKER-DEALER2 years 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 | $91,091 | $54,701+66.5% | $86,188+5.7% | $71,457+27.5% |
| Participation rate | 56.0% | 60.1%-4.1pp | 69.0%-13.0pp | 67.9%-11.9pp |
| Annual return | 16.36% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,154 | $1,265-8.8% | $2,380-51.5% | $2,588-55.4% |
| Participant deferral / active EE | $3,756 | $3,108+20.8% | $3,985-5.8% | $4,289-12.4% |
| Admin fee / account holder | $256 | $1,922-86.7% | $6,852-96.3% | $1,587-83.9% |