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.7+ years Service code 15 · EIN 86-0928153 | Recordkeeping | $78,098 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,519 |
ADP BROKER-DEALER7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,409 | $79,428-3.8% | $106,548-28.3% | $79,386-3.8% |
| Participation rate | 79.1% | 74.1%+4.9pp | 76.1%+2.9pp | 70.7%+8.4pp |
| Annual return | 15.57% | 18.27%-2.7pp | 26.80%-11.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $4,262 | $2,234+90.8% | $2,819+51.2% | $2,427+75.6% |
| Participant deferral / active EE | $8,900 | $3,823+132.8% | $4,398+102.4% | $4,046+120.0% |
| Admin fee / account holder | $377 | $523-27.8% | $7,407-94.9% | $626-39.7% |