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 |
|---|---|---|
CABLE HILL PARTNERS5 years Service code 26 · EIN 46-4959656 | Advisory (Participants) | $21,769 |
PENSION PLAN SPECIALISTS, PC3 years Service code 13 · EIN 26-1570786 | Contract Administrator | $3,350 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,459 |
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 | $79,502 | $98,750-19.5% | $149,696-46.9% | $79,858-0.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.15% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $5,979 | $3,216+85.9% | $4,644+28.7% | $2,471+142.0% |
| Participant deferral / active EE | $7,348 | $5,680+29.4% | $6,842+7.4% | $3,740+96.5% |
| Admin fee / account holder | $441 | $6,053-92.7% | $9,309-95.3% | $5,306-91.7% |