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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $50,677 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $48,486 |
PATH ADMINISTRATORS3+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $31,292 |
ALAN ROSS & COMPANY, PC3+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, SUITE 100 · READING, PA 19606 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $6,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,443-100.0% | $83,848-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 14.95% | 393.67%-378.7pp | 850.88%-835.9pp | 244.93%-230.0pp |
| Employer contribution / active EE | $9,533 | $2,682+255.5% | $3,631+162.6% | $2,078+358.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |