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.5+ years Service code 15 · EIN 86-0928153 | Recordkeeping | $49,665 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $35,039 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $52,491 | $66,310-20.8% | $93,606-43.9% | $65,185-19.5% |
| Participation rate | 82.7% | 74.0%+8.7pp | 75.8%+6.9pp | 70.2%+12.5pp |
| Annual return | 27.17% | 42.58%-15.4pp | 32.76%-5.6pp | 29.38%-2.2pp |
| Employer contribution / active EE | $3,893 | $2,012+93.5% | $2,718+43.2% | $2,177+78.9% |
| Participant deferral / active EE | $7,522 | $3,342+125.1% | $4,069+84.9% | $3,514+114.1% |
| Admin fee / account holder | $300 | $6,897-95.6% | $7,888-96.2% | $847-64.5% |