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 LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $62,601 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 620 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $41,227 |
FABIAN & BYRN LLC2 years Filed as: FABIAN & BYRN, TPA Service code 13 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $26,820 |
ALAN ROSS & COMPANY, PC6 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $11,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,378 | $78,275+156.0% | $109,143+83.6% | $86,799+130.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 12.03% | 19.14%-7.1pp | 25.75%-13.7pp | 97.91%-85.9pp |
| Employer contribution / active EE | $13,675 | $3,105+340.4% | $3,722+267.4% | $2,405+468.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $294 | $198+48.4% | $6,752-95.6% | $170+73.7% |