See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 26 190 W HUKKARKER LN #403 · RENO, NY 89511 | Advisory (Participants) | $18,626 |
NEWPORT GROUP, INC.4 years Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $10,954 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 13 · EIN 45-3210377 500 CORPORATE PARKWAY, STE 108 · AMHERST, NY 14226 | Contract Administrator | $9,461 |
Filed as: CHANDLER & COMPANY LLP Service code 10 · EIN 85-0336896 | Accounting | $9,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,536 | $64,871-49.8% | $129,110-74.8% | $66,914-51.4% |
| Participation rate | 52.0% | 74.0%-22.0pp | 77.3%-25.3pp | 69.8%-17.8pp |
| Annual return | -11.87% | -12.21%+0.3pp | -10.94%-0.9pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,516 | $3,741-59.5% | $5,052-70.0% | $2,544-40.4% |
| Participant deferral / active EE | $2,823 | $5,090-44.5% | $6,542-56.9% | $4,237-33.4% |
| Admin fee / account holder | $516 | $629-18.0% | $14,302-96.4% | $593-13.0% |