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 27 · EIN 20-4554635 136 NORTH CHURCH ST · WEST CHESTER, PA 19380 | Advisory (Plan) | $36,659 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,872 | $122,186-21.5% | $146,958-34.8% | $199,593-52.0% |
| Participation rate | 99.9% | 78.3%+21.6pp | 82.2%+17.8pp | 72.0%+27.9pp |
| Annual return | 22.43% | 30.56%-8.1pp | 418.34%-395.9pp | 34.25%-11.8pp |
| Employer contribution / active EE | $10,794 | $4,093+163.7% | $4,933+118.8% | $3,034+255.8% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $27 | $179-84.8% | $12,998-99.8% | $269-89.9% |