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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS4 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 19 · EIN 16-1616474 | Securities Custodian | $143,642 |
BENESYS, INC.2 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $58,003 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $52,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES JONHSTON Service code 29 · EIN 23-2077724 | Legal | $19,007 |
FISCHER DORWART, P.C.3 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $16,500 |
KANG HAGGERTY & FETBROYT3 years Filed as: KANG HAGGERTY & FETBROYT, LLC Service code 29 123 S BROAD ST #1670 · PHILADELPHIA, PA 19109 | Legal | $15,417 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,094 | $81,719-19.1% | $101,248-34.7% | $90,288-26.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 0.18% | 337.64%-337.5pp | 46.47%-46.3pp | 53.97%-53.8pp |
| Employer contribution / active EE | $3,734 | $3,622+3.1% | $3,660+2.0% | $2,524+47.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $158 | $162-2.1% | $5,945-97.3% | $114+38.9% |