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 |
|---|---|---|
MURRAY FINANCIAL GROUP2 years Filed as: MURRAY WEALTH MANAGEMENT Service code 27 PO BOX 1728 · LANCASTER, PA 17608 | Advisory (Plan) | $29,128 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $19,865 |
EFFICIENT ADVISORS8 years Service code 28 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $0 |
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 | $65,752 | $55,415+18.7% | $155,509-57.7% | $74,495-11.7% |
| Participation rate | 43.5% | 61.9%-18.4pp | 78.2%-34.7pp | 67.2%-23.7pp |
| Annual return | 41.50% | 268.50%-227.0pp | 64.67%-23.2pp | 1364.94%-1323.4pp |
| Employer contribution / active EE | $626 | $2,267-72.4% | $4,672-86.6% | $2,623-76.2% |
| Participant deferral / active EE | $1,954 | $2,836-31.1% | $5,626-65.3% | $4,346-55.0% |
| Admin fee / account holder | $452 | $1,738-74.0% | $15,912-97.2% | $1,942-76.7% |