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 LLC5+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $52,651 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 19 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Securities Custodian | $43,027 |
PATH ADMINISTRATORS5+ years Service code 13 · EIN 46-1226464 3461 MARKET STREET, SUITE 102 · CAMP HILL, PA 17011 | Contract Administrator | $30,783 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER, UNKOVIC, & SCOTT LLP Service code 29 535 SMITHFIELD ST. STE 1300 · PITSBURGH, PA 15222 | Legal | $19,822 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 7501 WISCONSION AVENUE · BETHESDA, MD 20814 | Accounting | $14,000 |
KANG HAGGERTY & FETBROYT2 years Filed as: KANG HAGGERTY & FETBROYT LLC Service code 29 123 S BROAD STEET · PHILADELPHIA, PA 19109 | Legal | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,949,083 | $91,517+12956.7% | $101,248+11701.7% | $73,409+16177.3% |
| Participation rate | 0.0% | 73.8%-73.8pp | 75.8%-75.8pp | 72.2%-72.2pp |
| Annual return | -3.26% | 17.17%-20.4pp | 46.47%-49.7pp | 59.29%-62.6pp |
| Employer contribution / active EE | $13,421 | $2,877+366.5% | $3,660+266.7% | $2,234+500.8% |
| Participant deferral / active EE | $10 | $3,338-99.7% | $4,370-99.8% | $3,805-99.7% |
| Admin fee / account holder | $23,452 | $216+10764.9% | $5,945+294.5% | $158+14753.9% |