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 ADMINISTRATORS6 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 19 · EIN 16-1616474 | Securities Custodian | $128,753 |
BENESYS, INC.4 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $60,780 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $52,000 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $24,732 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $18,000 |
KANG HAGGERTY & FETBROYT5 years Filed as: KANG HAGGERTY & FETBROYT, LLC Service code 29 123 S BROAD ST #1670 · PHILADELPHIA, PA 19109 | Legal | $4,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,706 | $76,774+29.9% | $112,228-11.2% | $77,904+28.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -7.83% | -10.25%+2.4pp | 27.45%-35.3pp | 12.21%-20.0pp |
| Employer contribution / active EE | $4,451 | $3,977+11.9% | $3,635+22.5% | $2,848+56.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $178 | $239-25.5% | $6,410-97.2% | $133+34.3% |