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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS & CO INC Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $36,920 |
SHARRARD, MCGEE & CO., P.A.5+ years Service code 10 800 GREEN VALLEY RD · GREENSBORO, NC 27404 | Accounting | $8,900 |
TRINITY PENSION GROUP, LLC5+ years Service code 13 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Contract Administrator | $6,517 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,689 | $89,355+112.3% | $141,162+34.4% | $72,985+159.9% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 20.10% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,116 | $3,114-32.1% | $4,735-55.3% | $2,440-13.3% |
| Participant deferral / active EE | $7,029 | $5,418+29.7% | $6,709+4.8% | $3,607+94.8% |
| Admin fee / account holder | $440 | $5,958-92.6% | $10,261-95.7% | $5,124-91.4% |