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 |
|---|---|---|
MURRAY FINANCIAL GROUP1 year Filed as: MURRAY FINANCIAL GROUP DBA ISC FINA Service code 15 · EIN 45-0834412 | Recordkeeping | $18,327 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,462 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,491 | $76,050-38.9% | $96,544-51.8% | $71,457-34.9% |
| Participation rate | 96.3% | 74.4%+21.9pp | 76.0%+20.3pp | 67.9%+28.4pp |
| Annual return | 26.58% | 22.81%+3.8pp | 25.84%+0.7pp | 28.85%-2.3pp |
| Employer contribution / active EE | $1,334 | $2,244-40.6% | $2,965-55.0% | $2,588-48.4% |
| Participant deferral / active EE | $4,164 | $4,215-1.2% | $4,851-14.2% | $4,289-2.9% |
| Admin fee / account holder | $252 | $2,707-90.7% | $8,252-97.0% | $1,587-84.1% |