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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,779 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: SFG RETIREMENT PLAN CONSULTING Service code 15 · EIN 46-4984194 | Recordkeeping | $20,080 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,299 | $106,028-37.5% | $146,958-54.9% | $77,643-14.6% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 18.07% | 56.73%-38.7pp | 418.34%-400.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $2,659 | $4,063-34.6% | $4,933-46.1% | $2,726-2.4% |
| Participant deferral / active EE | $9,091 | $7,990+13.8% | $8,070+12.7% | $4,647+95.6% |
| Admin fee / account holder | $185 | $337-45.3% | $12,998-98.6% | $430-57.1% |