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 PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $63,805 |
FABIAN & BYRN LLC2 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $59,105 |
Service code 28 · EIN 13-3257590 | Investment Management | $26,133 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $21,442 |
BENESYS, INC.10+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $18,924 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $15,000 |
O'SULLIVAN ASSOCIATES3 years Filed as: O'SULLIVAN ASSOCIATES, INC Service code 11 · EIN 20-8199367 | Actuarial | $8,800 |
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 | $88,146 | $54,517+61.7% | $75,972+16.0% | $74,495+18.3% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 7.33% | 31.82%-24.5pp | 359.55%-352.2pp | 1364.94%-1357.6pp |
| Employer contribution / active EE | $14,399 | $1,777+710.3% | $2,685+436.3% | $2,623+449.0% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $603 | $2,229-72.9% | $6,467-90.7% | $1,942-68.9% |