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 LLC9+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,409 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $28,404 |
FABIAN & BYRN LLC2 years Filed as: FABIAN & BYRN Service code 13 425 EAGLE ROCK AVE · ROSELAND, NJ 07068 | Contract Administrator | $24,399 |
FISCHER DORWART, P.C.4 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $8,950 |
KANG HAGGERTY & FETBROYT5 years Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 123 S. BROAD STREET #1670 · PHILADELPHIA, PA 19109 | Legal | $8,333 |
MEYER, UNKOVIC & SCOTT4 years Filed as: MEYER UNKOVIC & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $6,359 |
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 | $159,629 | $76,670+108.2% | $96,683+65.1% | $71,457+123.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 18.29% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $5,019 | $3,031+65.6% | $3,737+34.3% | $2,588+94.0% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $589 | $2,028-71.0% | $6,730-91.2% | $1,587-62.9% |