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) | $31,234 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,710 | $107,459-27.7% | $135,903-42.8% | $80,160-3.1% |
| Participation rate | 98.2% | 78.0%+20.1pp | 81.9%+16.3pp | 72.9%+25.2pp |
| Annual return | 25.05% | 91.91%-66.9pp | 68.23%-43.2pp | 40.38%-15.3pp |
| Employer contribution / active EE | $9,182 | $3,877+136.8% | $4,856+89.1% | $2,978+208.4% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $24 | $127-80.9% | $10,762-99.8% | $145-83.3% |