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: SENSUS INVESTMENT MANAGEMENT GROUP Service code 15 · EIN 26-1523104 | Recordkeeping | $17,372 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,749 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,721 | $86,332-37.8% | $125,175-57.1% | $65,185-17.6% |
| Participation rate | 87.0% | 75.3%+11.7pp | 79.8%+7.2pp | 70.2%+16.8pp |
| Annual return | 18.90% | 27.43%-8.5pp | 43.79%-24.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $925 | $2,040-54.6% | $3,865-76.1% | $2,177-57.5% |
| Participant deferral / active EE | $3,634 | $3,537+2.7% | $4,937-26.4% | $3,514+3.4% |
| Admin fee / account holder | $307 | $609-49.5% | $9,702-96.8% | $847-63.7% |