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 9-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 |
|---|---|---|
DILLON AND ASSOCIATES4 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N. BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $42,773 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,905 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,272 | $86,225-49.8% | $146,665-70.5% | $86,799-50.1% |
| Participation rate | 71.4% | 78.0%-6.5pp | 80.1%-8.6pp | 72.3%-0.9pp |
| Annual return | 15.49% | 31.23%-15.7pp | 22.74%-7.3pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,605 | $2,392-32.9% | $4,136-61.2% | $2,405-33.3% |
| Participant deferral / active EE | $3,105 | $4,245-26.8% | $5,506-43.6% | $4,131-24.8% |
| Admin fee / account holder | $135 | $195-31.1% | $10,280-98.7% | $170-20.7% |