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 ASSOCIATES5 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N. BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $42,974 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,313 |
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 | $32,594 | $71,142-54.2% | $119,609-72.7% | $64,808-49.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 79.3%-4.3pp | 71.5%+3.5pp |
| Annual return | -15.85% | -10.01%-5.8pp | -14.97%-0.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $3,947 | $2,497+58.0% | $4,232-6.7% | $2,506+57.5% |
| Participant deferral / active EE | $4,056 | $4,490-9.6% | $5,602-27.6% | $4,310-5.9% |
| Admin fee / account holder | $135 | $162-16.6% | $10,323-98.7% | $188-28.0% |