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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,173 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: SFG RETIREMENT PLAN CONSULTING Service code 15 · EIN 46-4984194 | Recordkeeping | $19,799 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,194 | $99,957-42.8% | $149,696-61.8% | $73,488-22.2% |
| Participation rate | 89.1% | 75.7%+13.4pp | 82.5%+6.7pp | 70.7%+18.5pp |
| Annual return | 15.86% | 53.87%-38.0pp | 276.60%-260.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,450 | $6,073-10.2% | $6,842-20.3% | $3,740+45.7% |
| Admin fee / account holder | $235 | $551-57.4% | $9,309-97.5% | $513-54.3% |