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 |
|---|---|---|
Service code 25 · EIN 71-0294708 | Directed Trustee | $54,893 |
BENEFIT PROCESSING, INC.2 years Filed as: BENEFIT PROCESSING, INC Service code 13 20 BRACE ROAD, STE 114 · CHERRY HILL, NJ 08034 | Contract Administrator | $37,988 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 51 · EIN 34-1542819 | Investment Mgmt Fees | $29,524 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE & ODONOGHUE Service code 22 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Insurance Broker | $11,369 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $2,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,138 | $89,753-34.1% | $107,525-45.0% | $84,808-30.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.19% | 29.48%-19.3pp | 181.32%-171.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $8,681 | $3,113+178.8% | $3,754+131.3% | $2,631+230.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $439 | $7,222-93.9% | $8,919-95.1% | $7,344-94.0% |