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 | $15,750 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,542 |
ADP BROKER-DEALER10+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,808 | $77,503+43.0% | $100,391+10.4% | $80,856+37.0% |
| Participation rate | 62.1% | 76.9%-14.9pp | 81.5%-19.4pp | 67.6%-5.6pp |
| Annual return | 16.56% | 37.20%-20.6pp | 49.20%-32.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,102 | $6,820-54.5% | $8,082-61.6% | $4,296-27.8% |
| Admin fee / account holder | $282 | $5,897-95.2% | $7,899-96.4% | $6,918-95.9% |