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 PARTNERS7 years Service code 26 · EIN 46-4959656 | Advisory (Participants) | $23,586 |
PENSION PLAN SPECIALISTS, PC5 years Service code 17 · EIN 27-1570786 | Pension Consulting | $1,100 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $480 |
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 | $70,839 | $82,664-14.3% | $125,339-43.5% | $68,494+3.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,299 | $3,381-2.4% | $4,814-31.5% | $2,596+27.0% |
| Participant deferral / active EE | $7,821 | $6,110+28.0% | $7,446+5.0% | $4,027+94.2% |
| Admin fee / account holder | $414 | $6,275-93.4% | $10,010-95.9% | $5,403-92.3% |