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 | $53,570 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,877 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant 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 | $112,288 | $101,317+10.8% | $146,958-23.6% | $74,495+50.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.75% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $10,587 | $3,810+177.8% | $4,933+114.6% | $2,623+303.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $278 | $1,739-84.0% | $12,998-97.9% | $1,942-85.7% |