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 INC3 years Filed as: STIFEL, NICOLAUS & CO INC Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $35,128 |
SHARRARD, MCGEE & CO., P.A.6+ years Service code 10 800 GREEN VALLEY RD · GREENSBORO, NC 27404 | Accounting | $9,650 |
TRINITY PENSION GROUP, LLC6+ years Service code 13 POST OFFICE BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $8,638 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 INVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $310 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,676 | $98,750+90.1% | $149,696+25.4% | $79,858+135.0% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 14.24% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,129 | $3,216-33.8% | $4,644-54.1% | $2,471-13.8% |
| Participant deferral / active EE | $7,277 | $5,680+28.1% | $6,842+6.4% | $3,740+94.6% |
| Admin fee / account holder | $475 | $6,053-92.2% | $9,309-94.9% | $5,306-91.1% |