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 INC5 years Filed as: STIFEL, NICOLAUS & CO INC Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $41,061 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 INVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,019 |
CARR, RIGGS & INGRAM, LLC2 years Service code 10 800 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Accounting | $4,200 |
TRINITY PENSION GROUP, LLC8+ years Service code 13 POST OFFICE BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $3,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,078 | $82,664+108.2% | $125,339+37.3% | $68,494+151.2% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,223 | $3,381-34.3% | $4,814-53.8% | $2,596-14.4% |
| Participant deferral / active EE | $7,771 | $6,110+27.2% | $7,446+4.4% | $4,027+93.0% |
| Admin fee / account holder | $394 | $6,275-93.7% | $10,010-96.1% | $5,403-92.7% |