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 LLC10+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $63,572 |
I.E. SHAFFER & CO.4 years Filed as: IE SHAFFER Service code 13 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $50,960 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 50 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Direct Payment | $36,515 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 7501 WISCONSION AVENUE · BETHESDA, MD 20814 | Accounting | $23,403 |
MEYER, UNKOVIC & SCOTT6 years Filed as: MEYER, UNKOVIC, & SCOTT LLP Service code 29 535 SMITHFIELD ST. STE 1300 · PITSBURGH, PA 15222 | Legal | $19,734 |
KANG HAGGERTY & FETBROYT7 years Filed as: KANG HAGGERTY & FETBROYT LLC Service code 29 123 S BROAD STEET · PHILADELPHIA, PA 19109 | Legal | $11,000 |
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 | $200,668 | $95,880+109.3% | $107,525+86.6% | $85,563+134.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 9.79% | 68.06%-58.3pp | 181.32%-171.5pp | 31.51%-21.7pp |
| Employer contribution / active EE | $20,138 | $3,812+428.2% | $3,754+436.5% | $2,654+658.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $558 | $1,025-45.6% | $8,919-93.7% | $834-33.1% |