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 PARTNERS9+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $61,325 |
Service code 28 · EIN 13-3257590 | Investment Management | $24,636 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $11,792 |
O'SULLIVAN ASSOCIATES2 years Filed as: O'SULLIVAN ASSOCIATES, INC Service code 11 · EIN 20-8199367 | Actuarial | $11,350 |
MSPC6 years Service code 10 · EIN 22-2951202 | Accounting | $11,060 |
BENESYS, INC.9+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $10,837 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $7,812 |
Service code 29 · EIN 76-0760981 | Legal | $5,314 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,951 | $51,045+70.3% | $70,515+23.3% | $71,457+21.7% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 6.42% | 42.63%-36.2pp | 32.77%-26.3pp | 28.85%-22.4pp |
| Employer contribution / active EE | $13,920 | $1,790+677.5% | $2,973+368.1% | $2,588+437.9% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $502 | $1,994-74.8% | $6,412-92.2% | $1,587-68.4% |