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 ADMINISTRATORS9 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 15 · EIN 16-1616474 | Recordkeeping | $117,875 |
BENESYS, INC.7 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $65,286 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $53,044 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $25,567 |
FISCHER DORWART, P.C.8 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $18,000 |
KANG HAGGERTY & FETBROYT8 years Filed as: KANG HAGGERTY & FETBROYT, LLC Service code 29 123 S BROAD SUITE 1950 · PHILADELPHIA, PA 19109 | Legal | $7,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,241 | $103,641+23.7% | $107,525+19.3% | $102,872+24.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 9.54% | 13.08%-3.5pp | 181.32%-171.8pp | 19.06%-9.5pp |
| Employer contribution / active EE | $4,622 | $5,096-9.3% | $3,754+23.1% | $3,526+31.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $184 | $276-33.3% | $8,919-97.9% | $292-37.0% |