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 LLC10+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,021 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $27,559 |
FABIAN & BYRN LLC3 years Filed as: FABIAN & BYRN Service code 13 425 EAGLE ROCK AVE · ROSELAND, NJ 07068 | Contract Administrator | $25,582 |
MEYER, UNKOVIC & SCOTT5 years Filed as: MEYER UNKOVIC & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $17,073 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $8,950 |
KANG HAGGERTY & FETBROYT6 years Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 123 S. BROAD STREET #1670 · PHILADELPHIA, PA 19109 | Legal | $8,739 |
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 | $185,695 | $80,724+130.0% | $103,333+79.7% | $74,495+149.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.43% | 27.56%-14.1pp | 24.88%-11.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $7,311 | $3,157+131.6% | $3,868+89.0% | $2,623+178.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $651 | $2,368-72.5% | $8,355-92.2% | $1,942-66.5% |