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 |
|---|---|---|
SCF INVESTMENT ADVISORS, INC.3+ years Service code 15 · EIN 86-0928153 | Recordkeeping | $33,411 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $30,059 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $43,938 | $63,299-30.6% | $91,001-51.7% | $62,292-29.5% |
| Participation rate | 74.7% | 73.3%+1.4pp | 75.6%-0.9pp | 69.5%+5.2pp |
| Annual return | 25.32% | 20.99%+4.3pp | 4.60%+20.7pp | 28.90%-3.6pp |
| Employer contribution / active EE | $2,660 | $1,807+47.2% | $2,456+8.3% | $2,042+30.2% |
| Participant deferral / active EE | $5,721 | $2,943+94.4% | $3,547+61.3% | $3,169+80.5% |
| Admin fee / account holder | $254 | $468-45.7% | $5,417-95.3% | $479-47.0% |