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 | $19,738 |
MURRAY FINANCIAL GROUP4 years Filed as: MURRAY SECURUS WEALTH MANAGEMENT Service code 27 454 NEW HOLLAND AVE. #300 · LANCASTER, PA 17602 | Advisory (Plan) | $15,515 |
EFFICIENT ADVISORS4 years Service code 27 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $9,883 |
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 | $38,021 | $58,879-35.4% | $178,490-78.7% | $73,488-48.3% |
| Participation rate | 39.0% | 66.2%-27.2pp | 81.9%-42.9pp | 70.7%-31.7pp |
| Annual return | 8.88% | 24.86%-16.0pp | 151.07%-142.2pp | 28.51%-19.6pp |
| Employer contribution / active EE | $512 | $2,236-77.1% | $5,011-89.8% | $2,270-77.5% |
| Participant deferral / active EE | $1,538 | $2,567-40.1% | $5,202-70.4% | $3,740-58.9% |
| Admin fee / account holder | $385 | $400-3.8% | $13,984-97.2% | $513-24.9% |