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.10+ years Service code 15 · EIN 86-0928153 | Recordkeeping | $61,250 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,797 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 15 · EIN 47-1411118 | Recordkeeping | $4,072 |
ADP BROKER-DEALER10+ 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 | $82,661 | $78,485+5.3% | $106,213-22.2% | $74,495+11.0% |
| Participation rate | 78.4% | 72.8%+5.6pp | 75.3%+3.1pp | 67.2%+11.2pp |
| Annual return | 14.25% | 15.95%-1.7pp | 116.14%-101.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $4,324 | $2,523+71.4% | $3,171+36.3% | $2,623+64.9% |
| Participant deferral / active EE | $9,624 | $4,322+122.7% | $5,016+91.9% | $4,346+121.5% |
| Admin fee / account holder | $344 | $2,232-84.6% | $11,033-96.9% | $1,942-82.3% |