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 LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $105,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $19,481 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 740 W. HAMILTON STREET · ALLENTOWN, PA 181012425 | Accounting | $14,441 |
CONCANNON, MILLER & CO P.C.7+ years Service code 10 1525 VALLEY CENTER PARKWAY · BETHLEHEM, PA 18017 | Accounting | $7,940 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,455 | $120,450-49.0% | $159,436-61.5% | $93,030-33.9% |
| Participation rate | 82.1% | 78.0%+4.1pp | 82.8%-0.7pp | 73.9%+8.2pp |
| Annual return | 15.36% | 27.11%-11.7pp | 263.57%-248.2pp | 158.70%-143.3pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,829-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $5,380 | $7,283-26.1% | $7,352-26.8% | $4,562+17.9% |
| Admin fee / account holder | $65 | $137-52.6% | $10,799-99.4% | $152-57.3% |