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 PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,445 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $29,131 |
PATH ADMINISTRATORS5+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $24,000 |
Filed as: CHARLES JOHNSTON, PC Service code 29 · EIN 23-2077724 | Legal | $9,803 |
ALAN ROSS & COMPANY, PC1 year Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367484 | Accounting | $8,750 |
KANG HAGGERTY & FETBROYT1 year Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 123 S. BROAD STREET #1670 · PHILADELPHIA, PA 19109 | Legal | $5,667 |
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 | $129,442 | $63,114+105.1% | $92,893+39.3% | $65,185+98.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 23.09% | 28.75%-5.7pp | 109.41%-86.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $4,552 | $2,571+77.1% | $3,653+24.6% | $2,177+109.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $587 | $624-5.8% | $5,794-89.9% | $847-30.7% |