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 |
|---|---|---|
WEALTH ADVISORY GROUPS1 year Service code 26 · EIN 23-2739506 1055 WESTLAKES DR · BERWYN, PA 19312 | Advisory (Participants) | $15,929 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,120 |
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 | $31,831 | $99,957-68.2% | $149,696-78.7% | $73,488-56.7% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 16.17% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,686 | $3,191-15.8% | $4,644-42.2% | $2,270+18.3% |
| Participant deferral / active EE | $5,672 | $6,073-6.6% | $6,842-17.1% | $3,740+51.7% |
| Admin fee / account holder | $165 | $551-70.0% | $9,309-98.2% | $513-67.8% |