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 | $61,434 |
ADP BROKER-DEALER2 years Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,090 |
BENEFIT ASSOCIATES, INC.1 year Service code 15 · EIN 95-3775762 | Recordkeeping | $3,380 |
ADP BROKER-DEALER3 years Service code 49 | 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 | $128,146 | $100,923+27.0% | $150,045-14.6% | $74,304+72.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.73% | 51.77%-35.0pp | 62.55%-45.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $11,243 | $3,463+224.6% | $4,693+139.6% | $2,241+401.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $189 | $2,767-93.2% | $13,435-98.6% | $2,969-93.6% |