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 LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $64,479 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 80-0709115 620 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $32,618 |
FABIAN & BYRN LLC3 years Filed as: FABIAN & BYRN, TPA Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $28,481 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $15,652 |
ALAN ROSS & COMPANY, PC7 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $11,250 |
JENNINGS SIGMOND P.C.1 year Filed as: JENNINGS SIGMOND, PC Service code 29 · EIN 23-2025670 1835 MARKET STREET · PHILADELPHIA, PA 191033524 | Legal | $5,420 |
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 | $194,429 | $106,236+83.0% | $112,228+73.2% | $64,808+200.0% |
| Participation rate | 97.5% | 71.7%+25.9pp | 75.1%+22.5pp | 71.5%+26.1pp |
| Annual return | -14.65% | -6.02%-8.6pp | 27.45%-42.1pp | 32.82%-47.5pp |
| Employer contribution / active EE | $16,536 | $3,166+422.3% | $3,635+355.0% | $2,506+559.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $340 | $452-24.6% | $6,410-94.7% | $188+81.2% |