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 |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19102 | Contract Administrator | $47,191 |
VALUE CONSULTING GROUP3+ years Filed as: VALUE ARCHITECTS ASSET MANAGEMENT Service code 28 50 HARRISON STREET · HOBOKEN, NJ 07030 | Investment Management | $33,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,872 | $37,196-52.0% | $154,107-88.4% | $55,725-67.9% |
| Participation rate | 52.9% | 64.1%-11.2pp | 83.0%-30.1pp | 70.9%-17.9pp |
| Annual return | 5.95% | 1319.68%-1313.7pp | 735.12%-729.2pp | 244.93%-239.0pp |
| Employer contribution / active EE | $754 | $1,614-53.3% | $5,298-85.8% | $2,078-63.7% |
| Participant deferral / active EE | $373 | $2,068-81.9% | $5,081-92.6% | $3,356-88.9% |
| Admin fee / account holder | $173 | $102+69.9% | $13,411-98.7% | $115+49.9% |