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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,116 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: SFG RETIREMENT PLAN CONSULTING Service code 15 · EIN 46-4984194 | Recordkeeping | $29,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,874 | $119,446-31.5% | $150,045-45.4% | $85,563-4.3% |
| Participation rate | 93.4% | 75.4%+18.0pp | 82.3%+11.1pp | 66.0%+27.4pp |
| Annual return | 21.39% | 23.72%-2.3pp | 62.55%-41.2pp | 31.51%-10.1pp |
| Employer contribution / active EE | $2,729 | $4,078-33.1% | $4,693-41.9% | $2,654+2.8% |
| Participant deferral / active EE | $9,402 | $7,985+17.7% | $7,997+17.6% | $4,375+114.9% |
| Admin fee / account holder | $220 | $548-59.9% | $13,435-98.4% | $834-73.7% |