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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $48,099 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $47,923 |
Service code 28 · EIN 13-3257590 | Investment Management | $27,083 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES, INC Service code 11 · EIN 20-8199367 | Actuarial | $11,200 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $11,029 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $9,648 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $8,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,007 | $44,764+78.7% | $68,791+16.3% | $64,808+23.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -8.07% | -10.91%+2.8pp | -6.38%-1.7pp | 32.82%-40.9pp |
| Employer contribution / active EE | $12,440 | $1,775+600.7% | $2,655+368.5% | $2,506+396.4% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $497 | $151+228.7% | $4,932-89.9% | $188+164.9% |