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 | $18,868 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,033 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,487 | $81,900-42.0% | $119,609-60.3% | $68,494-30.7% |
| Participation rate | 90.5% | 71.9%+18.6pp | 79.3%+11.3pp | 67.9%+22.7pp |
| Annual return | -14.07% | -23.82%+9.7pp | -14.97%+0.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $664 | $2,693-75.3% | $4,232-84.3% | $2,596-74.4% |
| Participant deferral / active EE | $4,252 | $4,148+2.5% | $5,602-24.1% | $4,027+5.6% |
| Admin fee / account holder | $281 | $6,582-95.7% | $10,323-97.3% | $5,403-94.8% |