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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,093 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: SFG RETIREMENT PLAN CONSULTING Service code 15 · EIN 46-4984194 | Recordkeeping | $24,508 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,703 | $104,475-50.5% | $159,436-67.6% | $79,386-34.9% |
| Participation rate | 89.9% | 76.6%+13.3pp | 82.8%+7.1pp | 70.7%+19.2pp |
| Annual return | 14.61% | 67.95%-53.3pp | 263.57%-249.0pp | 116.85%-102.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,155 | $6,467-4.8% | $7,352-16.3% | $4,046+52.1% |
| Admin fee / account holder | $210 | $711-70.5% | $10,799-98.1% | $626-66.5% |