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 | $16,788 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,466 |
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 | $67,955 | $91,538-25.8% | $129,995-47.7% | $75,163-9.6% |
| Participation rate | 86.4% | 71.4%+14.9pp | 78.5%+7.9pp | 67.2%+19.2pp |
| Annual return | 15.12% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $927 | $2,845-67.4% | $4,320-78.5% | $2,670-65.3% |
| Participant deferral / active EE | $4,631 | $4,341+6.7% | $5,820-20.4% | $4,125+12.3% |
| Admin fee / account holder | $351 | $6,790-94.8% | $10,614-96.7% | $5,651-93.8% |