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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,025 |
FIRST LIGHT RETIREMENT LLC3 years Filed as: FIRST LIGHT RETIREMENT, LLC Service code 15 · EIN 86-3483132 | Recordkeeping | $19,461 |
ADP BROKER-DEALER3 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,037 | $59,417+68.4% | $93,606+6.9% | $74,495+34.3% |
| Participation rate | 52.0% | 59.7%-7.6pp | 68.7%-16.7pp | 67.2%-15.2pp |
| Annual return | 12.29% | 81.83%-69.5pp | 133.20%-120.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,048 | $1,264-17.1% | $2,420-56.7% | $2,623-60.0% |
| Participant deferral / active EE | $3,786 | $3,050+24.1% | $4,411-14.2% | $4,346-12.9% |
| Admin fee / account holder | $293 | $3,021-90.3% | $8,285-96.5% | $1,942-84.9% |