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.8+ years Service code 15 · EIN 86-0928153 | Recordkeeping | $80,813 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,985 |
ADP BROKER-DEALER8+ 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 | $57,050 | $72,607-21.4% | $90,749-37.1% | $66,914-14.7% |
| Participation rate | 76.2% | 73.7%+2.6pp | 75.7%+0.5pp | 69.8%+6.4pp |
| Annual return | -17.06% | -12.28%-4.8pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,944 | $2,369+66.5% | $2,921+35.0% | $2,544+55.0% |
| Participant deferral / active EE | $9,019 | $3,977+126.8% | $4,564+97.6% | $4,237+112.9% |
| Admin fee / account holder | $384 | $707-45.7% | $8,445-95.5% | $593-35.3% |