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 |
|---|---|---|
I.E. SHAFFER & CO.3 years Filed as: IE SHAFFER Service code 13 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $57,980 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $54,789 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 50 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Direct Payment | $38,875 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 7501 WISCONSION AVENUE · BETHESDA, MD 20814 | Accounting | $22,702 |
KANG HAGGERTY & FETBROYT6 years Filed as: KANG HAGGERTY & FETBROYT LLC Service code 29 123 S BROAD STEET · PHILADELPHIA, PA 19109 | Legal | $14,000 |
MEYER, UNKOVIC & SCOTT5 years Filed as: MEYER, UNKOVIC, & SCOTT LLP Service code 29 535 SMITHFIELD ST. STE 1300 · PITSBURGH, PA 15222 | Legal | $8,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,784 | $82,917+113.2% | $103,333+71.1% | $77,643+127.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 21.83% | 19.13%+2.7pp | 24.88%-3.0pp | 31.24%-9.4pp |
| Employer contribution / active EE | $8,709 | $3,552+145.2% | $3,868+125.2% | $2,726+219.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $546 | $638-14.4% | $8,355-93.5% | $430+26.9% |