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 | $51,940 |
ROOSEVELT INVESTMENTS6 years Service code 28 570 LEXINGTON AVE · NEW YORK, NY 10022 | Investment Management | $51,181 |
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 | $23,708 | $50,815-53.3% | $155,509-84.8% | $77,643-69.5% |
| Participation rate | 74.3% | 63.1%+11.2pp | 78.2%-3.9pp | 70.6%+3.7pp |
| Annual return | 11.92% | 34.80%-22.9pp | 64.67%-52.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,368 | $1,993-31.3% | $4,672-70.7% | $2,726-49.8% |
| Participant deferral / active EE | $1,183 | $2,822-58.1% | $5,626-79.0% | $4,647-74.5% |
| Admin fee / account holder | $190 | $437-56.4% | $15,912-98.8% | $430-55.8% |