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 LLC8 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $66,413 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 80-0709115 620 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $29,658 |
FABIAN & BYRN LLC4 years Filed as: FABIAN & BYRN, TPA Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $28,255 |
MEYER, UNKOVIC & SCOTT2 years Filed as: MEYER UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $17,537 |
ALAN ROSS & COMPANY, PC8 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $11,500 |
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 | $218,973 | $92,971+135.5% | $96,683+126.5% | $74,419+194.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 14.91% | 37.49%-22.6pp | 35.69%-20.8pp | 34.38%-19.5pp |
| Employer contribution / active EE | $15,417 | $3,426+350.0% | $3,737+312.6% | $2,637+484.5% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $348 | $633-45.0% | $6,730-94.8% | $348+0.1% |