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 |
|---|---|---|
Filed as: SFG RETIREMENT PLAN CONSULTING Service code 15 · EIN 46-4984194 | Recordkeeping | $41,956 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,339 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
FIRST REPUBLIC INVESTMENT MGMT9+ years Filed as: FIRST REPUBLIC SECURITIES Service code 28 · EIN 13-2741729 111 PINE STREET · SAN FRANCISCO, CA 94111 | Investment Management | $0 |
Filed as: MORGAN STANLEY INVESTMENT ADVISORS Service code 60 · EIN 13-3680016 | Sub-TA Fees | $0 |
Filed as: STATE STREET CORPORATION Service code 60 · EIN 04-1867445 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,487 | $91,407+14.3% | $135,903-23.1% | $71,457+46.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 13.42% | 29.90%-16.5pp | 68.23%-54.8pp | 28.85%-15.4pp |
| Employer contribution / active EE | $10,254 | $3,703+176.9% | $4,856+111.2% | $2,588+296.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $230 | $1,266-81.9% | $10,762-97.9% | $1,587-85.5% |