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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,004 |
STONEX SECURITIES INC1 year Service code 49 · EIN 75-2975513 | Other Services | $10,673 |
Filed as: CETERA WEALTH SERVICES Service code 49 | Other Services | $10,669 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 13 · EIN 23-2986500 | Contract Administrator | $4,786 |
Filed as: CETERA WEALTH SERVICES LLC Service code 49 · EIN 95-3845382 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,966 | $65,246+41.0% | $98,716-6.8% | $67,986+35.3% |
| Participation rate | 80.1% | 51.4%+28.7pp | 69.3%+10.8pp | 57.2%+22.9pp |
| Annual return | 9.69% | 20.58%-10.9pp | 31.81%-22.1pp | 31.67%-22.0pp |
| Employer contribution / active EE | $998 | $1,042-4.2% | $2,279-56.2% | $2,019-50.6% |
| Participant deferral / active EE | $4,082 | $2,594+57.4% | $4,048+0.9% | $3,358+21.6% |
| Admin fee / account holder | $372 | $4,561-91.8% | $8,703-95.7% | $3,203-88.4% |