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) | $19,071 |
TRINITY PENSION CONSULTANTS5+ years Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $11,438 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,336 | $79,171-49.1% | $102,423-60.6% | $74,495-45.9% |
| Participation rate | 71.9% | 74.8%-2.9pp | 76.5%-4.6pp | 67.2%+4.7pp |
| Annual return | 12.04% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $937 | $2,362-60.3% | $3,023-69.0% | $2,623-64.3% |
| Participant deferral / active EE | $2,060 | $4,415-53.3% | $5,053-59.2% | $4,346-52.6% |
| Admin fee / account holder | $336 | $2,001-83.2% | $9,451-96.4% | $1,942-82.7% |