See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 13-3646501 | Recordkeeping | $34,307 |
FABIAN & BYRN LLC4 years Filed as: FABIAN & BYRNE Service code 13 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $25,925 |
PACKER THOMAS6 years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $18,371 |
CAPFINANCIAL PARTNERS LLC7 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $12,493 |
Service code 29 5 HOT METAL ST STE 203 · PITTSBURGH, PA 15203 | Legal | $7,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $224,837 | $86,944+158.6% | $107,525+109.1% | $74,304+202.6% |
| Participation rate | 68.4% | 59.6%+8.8pp | 75.1%-6.7pp | 60.3%+8.0pp |
| Annual return | 17.59% | 23.52%-5.9pp | 181.32%-163.7pp | 29.43%-11.8pp |
| Employer contribution / active EE | $6,544 | $2,757+137.4% | $3,754+74.3% | $2,241+192.0% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $660 | $3,727-82.3% | $8,919-92.6% | $2,969-77.8% |