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 | $19,812 |
MURRAY FINANCIAL GROUP1 year Filed as: MURRAY WEALTH MANAGEMENT Service code 27 PO BOX 1728 · LANCASTER, PA 17608 | Advisory (Plan) | $15,591 |
EFFICIENT ADVISORS7 years Service code 28 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $10,230 |
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 | $44,280 | $61,272-27.7% | $149,673-70.4% | $71,457-38.0% |
| Participation rate | 42.6% | 62.5%-19.9pp | 78.8%-36.1pp | 67.9%-25.3pp |
| Annual return | 14.09% | 35.85%-21.8pp | 134.42%-120.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $573 | $2,378-75.9% | $4,818-88.1% | $2,588-77.8% |
| Participant deferral / active EE | $1,760 | $2,917-39.7% | $5,680-69.0% | $4,289-59.0% |
| Admin fee / account holder | $407 | $1,261-67.7% | $13,210-96.9% | $1,587-74.3% |