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 · EIN 23-3038464 | Contract Administrator | $25,133 |
MURRAY FINANCIAL GROUP3 years Filed as: MURRAY SECURUS WEALTH MANAGEMENT Service code 27 454 NEW HOLLAND AVE. #300 · LANCASTER, PA 17602 | Advisory (Plan) | $15,440 |
EFFICIENT ADVISORS3 years Service code 27 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $9,940 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,605 | $62,928-48.2% | $172,739-81.1% | $67,579-51.8% |
| Participation rate | 41.2% | 64.5%-23.3pp | 82.6%-41.5pp | 71.3%-30.1pp |
| Annual return | 15.01% | 30.36%-15.3pp | 802.84%-787.8pp | 378.56%-363.5pp |
| Employer contribution / active EE | $459 | $1,636-71.9% | $5,143-91.1% | $2,148-78.6% |
| Participant deferral / active EE | $1,279 | $2,145-40.4% | $5,198-75.4% | $3,539-63.9% |
| Admin fee / account holder | $392 | $167+135.0% | $13,954-97.2% | $142+175.2% |