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 | $66,098+39.1% | $101,794-9.7% | $74,304+23.8% |
| Participation rate | 80.1% | 53.8%+26.4pp | 69.2%+11.0pp | 60.3%+19.8pp |
| Annual return | 9.69% | 19.59%-9.9pp | 30.53%-20.8pp | 29.43%-19.7pp |
| Employer contribution / active EE | $998 | $1,082-7.7% | $2,289-56.4% | $2,241-55.5% |
| Participant deferral / active EE | $4,082 | $2,781+46.8% | $4,0840% | $3,767+8.4% |
| Admin fee / account holder | $372 | $4,146-91.0% | $8,777-95.8% | $2,969-87.5% |