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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,968 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: SFG RETIREMENT PLAN CONSULTING Service code 15 · EIN 46-4984194 | Recordkeeping | $26,522 |
ADP BROKER-DEALER9+ 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 | $55,793 | $91,407-39.0% | $135,903-58.9% | $71,457-21.9% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 22.68% | 29.90%-7.2pp | 68.23%-45.6pp | 28.85%-6.2pp |
| Employer contribution / active EE | $2,306 | $3,703-37.7% | $4,856-52.5% | $2,588-10.9% |
| Participant deferral / active EE | $8,198 | $7,092+15.6% | $7,758+5.7% | $4,289+91.1% |
| Admin fee / account holder | $224 | $1,266-82.3% | $10,762-97.9% | $1,587-85.9% |