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 |
|---|---|---|
COMPLETE PAYROLL PROCESSING4+ years Filed as: COMPLETE ADVISORS Service code 26 181 S. FRANKLIN AVE, SUITE 303 · VALLEY STREAM, NY 11581 | Advisory (Participants) | $58,000 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $19,918 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 | Direct payment from the plan; Custodi... | $7,611 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,796 | $55,002+163.3% | $59,878+141.8% | $56,287+157.2% |
| Participation rate | 82.2% | 75.9%+6.3pp | 74.7%+7.5pp | 69.9%+12.3pp |
| Annual return | -6.11% | 1.13%-7.2pp | 3.46%-9.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $10,470 | $2,448+327.7% | $2,722+284.7% | $2,111+396.0% |
| Participant deferral / active EE | $6,859 | $3,121+119.8% | $3,402+101.6% | $3,350+104.8% |
| Admin fee / account holder | $478 | $236+102.7% | $3,590-86.7% | $521-8.3% |