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 |
|---|---|---|
JOANN MARINO8 years Service code 25 1706 LYNBROOKE DRIVE · YARDLEY, PA 19067 | Directed Trustee | $40,000 |
Filed as: TRANSITION FINANCIA STRATEGIES, LLC Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $30,077 |
PRAIRIE CAPITAL ADVISORS10+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $18,650 |
KATZ, SAPPER & MILLER10+ years Service code 10 · EIN 35-1090346 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,681 | $79,171-36.0% | $102,423-50.5% | $74,495-32.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.36% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $22,656 | $2,362+859.0% | $3,023+649.4% | $2,623+763.7% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $490 | $2,001-75.5% | $9,451-94.8% | $1,942-74.7% |