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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $98,679 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 · EIN 31-1198068 8163 OLD YANKEE ST E · DAYTON, OH 45458 | Investment Management | $35,833 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, STE 302 · CAMP HILL, PA 170010098 | Legal | $25,831 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 4785 LINGSLESTOWN ROAD, STE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $24,559 |
W&W ACTUARIAL SERVICES, INC.1+ years Filed as: W & W ACTUARIAL SERVICES, INC. Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD, BLDG 1200 · PITTSBURGH, PA 15220 | Actuarial | $17,670 |
THE BANK OF NEW YORK MELLON1+ years Filed as: M&T BANK - INSTITUTIONAL RETIREMEN Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $12,777 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $8,250 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 1.62% | 2.79%-1.2pp | 4.16%-2.5pp | 11.88%-10.3pp |
| Employer contribution / active EE | $15,731 | $10,530+49.4% | $29,966-47.5% | $14,612+7.7% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |