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 9-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 |
|---|---|---|
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 26 4333 ADMIRALTY WAY · MARINA DEL REY, CA 90292 | Advisory (Participants) | $61,207 |
ERISA PENSION SYSTEMS9+ years Service code 13 100 SE 3RD AVE · FORT LAUDERDALE, FL 33394 | Contract Administrator | $22,421 |
COHNREZNICK LLP1 year Service code 10 2401 NW BOCA RATON BLVD · BOCA RATON, FL 33431 | Accounting | $15,000 |
ASCENSUS LLC1 year Filed as: CAP FINANCIAL LLC Service code 26 534 BELL LN · AMBER, PA 19002 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,788 | $95,274+290.2% | $135,903+173.6% | $74,419+399.6% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 17.22% | 32.77%-15.6pp | 68.23%-51.0pp | 34.38%-17.2pp |
| Employer contribution / active EE | $11,620 | $3,874+199.9% | $4,856+139.3% | $2,637+340.6% |
| Participant deferral / active EE | $13,002 | $7,782+67.1% | $7,758+67.6% | $4,528+187.1% |
| Admin fee / account holder | $603 | $266+126.6% | $10,762-94.4% | $348+73.3% |