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 |
|---|---|---|
CONCENTUS WEALTH ADVISORS8 years Service code 28 · EIN 46-4604655 3803 WEST CHESTER PIKE #225 · NEWTOWN SQUARE, PA 19073 | Investment Management | $124,537 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 306 PORT ROYAL WAY · PENSACOLA, FL 32502 | Investment Management | $18,157 |
Filed as: CBIZ CPAS PC Service code 10 · EIN 43-1947695 1001 CONSHOHOCKEN STATE ROAD · WEST CONSHOHOCKEN, PA 19428 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,735 | $80,724+79.3% | $103,333+40.1% | $74,495+94.3% |
| Participation rate | 70.4% | 65.7%+4.7pp | 74.5%-4.1pp | 67.2%+3.2pp |
| Annual return | 11.90% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $10,269 | $3,157+225.3% | $3,868+165.5% | $2,623+291.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $900 | $2,368-62.0% | $8,355-89.2% | $1,942-53.7% |