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 6-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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $16,333 |
PLANCHEC(K) CPAS LLC2 years Service code 10 1 EASTON OVAL · COLUMBUS, OH 43219 | Accounting | $10,500 |
TRINITY PENSION CONSULTANTS4+ years Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $10,076 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,850 |
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 | $37,504 | $76,050-50.7% | $96,544-61.2% | $71,457-47.5% |
| Participation rate | 76.8% | 74.4%+2.4pp | 76.0%+0.8pp | 67.9%+8.8pp |
| Annual return | 16.75% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,451 | $2,244-35.3% | $2,965-51.0% | $2,588-43.9% |
| Participant deferral / active EE | $2,156 | $4,215-48.9% | $4,851-55.6% | $4,289-49.7% |
| Admin fee / account holder | $358 | $2,707-86.8% | $8,252-95.7% | $1,587-77.5% |