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 | $21,129 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,719 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,351 | $99,985-27.6% | $146,665-50.7% | $85,850-15.7% |
| Participation rate | 89.9% | 73.1%+16.8pp | 80.1%+9.8pp | 69.3%+20.5pp |
| Annual return | 11.55% | 18.93%-7.4pp | 22.74%-11.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $529 | $2,559-79.3% | $4,136-87.2% | $2,565-79.4% |
| Participant deferral / active EE | $4,700 | $4,006+17.3% | $5,506-14.6% | $3,952+18.9% |
| Admin fee / account holder | $406 | $7,702-94.7% | $10,280-96.1% | $6,260-93.5% |