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 |
|---|---|---|
Filed as: LUCAS, HORSFALL, MURPHY & PINDROH, Service code 15 · EIN 95-4659692 | Recordkeeping | $18,800 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,865 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,530 | $73,638+37.9% | $108,410-6.3% | $79,386+27.9% |
| Participation rate | 58.0% | 77.4%-19.3pp | 80.1%-22.1pp | 70.7%-12.7pp |
| Annual return | 16.47% | 33.27%-16.8pp | 905.27%-888.8pp | 116.85%-100.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,987 | $6,218-68.0% | $6,563-69.7% | $4,046-50.9% |
| Admin fee / account holder | $291 | $638-54.3% | $7,295-96.0% | $626-53.5% |