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 |
|---|---|---|
EFFICIENT ADVISORS6 years Service code 27 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $26,223 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $17,255 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,392 | $65,061-44.1% | $143,757-74.7% | $66,914-45.6% |
| Participation rate | 43.0% | 65.2%-22.2pp | 80.3%-37.3pp | 69.8%-26.8pp |
| Annual return | -11.12% | -11.14%0pp | -0.04%-11.1pp | 1.58%-12.7pp |
| Employer contribution / active EE | $574 | $2,361-75.7% | $4,951-88.4% | $2,544-77.4% |
| Participant deferral / active EE | $1,684 | $2,919-42.3% | $5,637-70.1% | $4,237-60.3% |
| Admin fee / account holder | $385 | $502-23.3% | $14,673-97.4% | $593-35.1% |