Filed April 4, 2018
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 |
|---|---|---|
INR ADVISORS5+ years Service code 27 · EIN 23-2692804 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Plan) | $12,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,292 | $52,293-45.9% | $178,490-84.1% | $73,409-61.5% |
| Participation rate | 53.9% | 65.3%-11.4pp | 81.9%-28.0pp | 72.2%-18.3pp |
| Annual return | 18.68% | 34.75%-16.1pp | 151.07%-132.4pp | 59.29%-40.6pp |
| Employer contribution / active EE | $712 | $1,735-58.9% | $5,011-85.8% | $2,234-68.1% |
| Participant deferral / active EE | $1,541 | $2,332-33.9% | $5,202-70.4% | $3,805-59.5% |
| Admin fee / account holder | $166 | $127+30.3% | $13,984-98.8% | $158+5.1% |