See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SFG RETIREMENT PLAN CONSULTING, LLC Service code 26 · EIN 46-4984194 | Advisory (Participants) | $48,333 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST COMPANY N.A. Service code 19 · EIN 75-3182674 | Securities Custodian | $35,190 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,983 | $99,078-18.3% | $96,544-16.1% | $74,419+8.8% |
| Participation rate | 97.7% | 80.7%+17.1pp | 76.0%+21.8pp | 70.7%+27.0pp |
| Annual return | 19.24% | 22.48%-3.2pp | 25.84%-6.6pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,884 | $2,570+12.2% | $2,965-2.7% | $2,637+9.4% |
| Participant deferral / active EE | $5,794 | $4,933+17.4% | $4,851+19.4% | $4,528+28.0% |
| Admin fee / account holder | $148 | $225-34.3% | $8,252-98.2% | $348-57.5% |