See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $27,283 |
Filed as: GIRARD INVESTMENT SERVICES, LLC Service code 28 · EIN 23-1699073 | Investment Management | $10,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,980 | $34,677-19.3% | $77,024-63.7% | $64,808-56.8% |
| Participation rate | 25.9% | 49.8%-24.0pp | 67.9%-42.0pp | 71.5%-45.6pp |
| Annual return | -13.59% | -5.33%-8.3pp | 42.32%-55.9pp | 32.82%-46.4pp |
| Employer contribution / active EE | $796 | $1,370-41.9% | $2,812-71.7% | $2,506-68.2% |
| Participant deferral / active EE | $2,107 | $2,556-17.6% | $4,426-52.4% | $4,310-51.1% |
| Admin fee / account holder | $346 | $179+93.8% | $5,425-93.6% | $188+84.2% |