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.9+ years Service code 15 · EIN 86-0928153 | Recordkeeping | $71,409 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,964 |
ADP BROKER-DEALER9+ 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 | $71,088 | $71,516-0.6% | $98,439-27.8% | $71,457-0.5% |
| Participation rate | 73.8% | 72.7%+1.1pp | 75.2%-1.3pp | 67.9%+5.9pp |
| Annual return | 22.84% | 32.41%-9.6pp | 21.16%+1.7pp | 28.85%-6.0pp |
| Employer contribution / active EE | $3,961 | $2,399+65.1% | $3,048+30.0% | $2,588+53.1% |
| Participant deferral / active EE | $9,009 | $4,109+119.3% | $4,738+90.1% | $4,289+110.1% |
| Admin fee / account holder | $365 | $1,675-78.2% | $8,948-95.9% | $1,587-77.0% |