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 PARTNERS8 years Service code 26 · EIN 46-4959656 | Advisory (Participants) | $25,840 |
PENSION PLAN SPECIALISTS, PC6 years Service code 17 · EIN 27-1570786 | Pension Consulting | $15,710 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,356 |
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 | $86,624 | $93,571-7.4% | $135,903-36.3% | $75,163+15.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.75% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,314 | $3,537-6.3% | $4,856-31.8% | $2,670+24.1% |
| Participant deferral / active EE | $8,110 | $6,404+26.6% | $7,758+4.5% | $4,125+96.6% |
| Admin fee / account holder | $491 | $6,975-93.0% | $10,762-95.4% | $5,651-91.3% |