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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 13-3646501 | Recordkeeping | $92,132 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP TRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
Service code 13 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $30,000 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER DORWART PC Service code 10 · EIN 23-2247478 | Accounting | $7,500 |
ODONONOGHUE & ODONOGHUE LLP2 years Service code 29 5301 WISCONSIN AVE. NW SUITE 800 · WASHINGTON, DC 20015 | Legal | $7,325 |
FOX ROTHSCHILD LLP1 year Service code 29 2000 MARKET STREET 20TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $5,232 |
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 | $108,944 | $64,119+69.9% | $112,228-2.9% | $66,914+62.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -7.69% | -13.81%+6.1pp | 27.45%-35.1pp | 1.58%-9.3pp |
| Employer contribution / active EE | $11,711 | $3,005+289.7% | $3,635+222.2% | $2,544+360.3% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $522 | $625-16.5% | $6,410-91.9% | $593-12.0% |