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 LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $60,777 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 620 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $34,277 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRN, TPA Service code 13 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $23,241 |
ALAN ROSS & COMPANY, PC5 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $11,250 |
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 | $211,312 | $91,517+130.9% | $101,248+108.7% | $73,409+187.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.88% | 17.17%-4.3pp | 46.47%-33.6pp | 59.29%-46.4pp |
| Employer contribution / active EE | $14,637 | $2,877+408.8% | $3,660+300.0% | $2,234+555.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $322 | $216+49.0% | $5,945-94.6% | $158+103.7% |