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 |
|---|---|---|
NORTHSTAR FIDUCIARY PARTNERS3 years Service code 26 · EIN 30-0132728 | Advisory (Participants) | $6,051 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,324 |
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 | $97,122 | $64,705+50.1% | $62,929+54.3% | $67,986+42.9% |
| Participation rate | 81.0% | 65.6%+15.4pp | 73.1%+7.8pp | 57.2%+23.7pp |
| Annual return | 15.82% | 20.31%-4.5pp | 1063.93%-1048.1pp | 31.67%-15.8pp |
| Employer contribution / active EE | $4,043 | $2,376+70.2% | $2,505+61.4% | $2,019+100.3% |
| Participant deferral / active EE | $3,280 | $3,198+2.6% | $3,888-15.6% | $3,358-2.3% |
| Admin fee / account holder | $475 | $1,428-66.7% | $5,065-90.6% | $3,203-85.2% |