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 ASSOCIATES6 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N. BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $54,145 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,243 |
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 | $40,038 | $91,372-56.2% | $129,995-69.2% | $74,419-46.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 78.5%+1.5pp | 70.7%+9.3pp |
| Annual return | 21.28% | 23.21%-1.9pp | -137.18%+158.5pp | 34.38%-13.1pp |
| Employer contribution / active EE | $3,909 | $2,563+52.5% | $4,320-9.5% | $2,637+48.2% |
| Participant deferral / active EE | $3,460 | $4,721-26.7% | $5,820-40.6% | $4,528-23.6% |
| Admin fee / account holder | $195 | $283-31.3% | $10,614-98.2% | $348-44.0% |