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 PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,200 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $27,766 |
PATH ADMINISTRATORS7+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $24,000 |
MEYER, UNKOVIC & SCOTT2 years Filed as: MEYER UNKOVIC & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $18,600 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $8,500 |
KANG HAGGERTY & FETBROYT3 years Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 123 S. BROAD STREET #1670 · PHILADELPHIA, PA 19109 | Legal | $8,332 |
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 | $168,580 | $77,660+117.1% | $109,143+54.5% | $79,386+112.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 12.59% | 23.44%-10.9pp | 25.75%-13.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $3,693 | $2,797+32.0% | $3,722-0.8% | $2,427+52.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $646 | $732-11.8% | $6,752-90.4% | $626+3.1% |