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 15 · EIN 16-1503696 | Recordkeeping | $96,809 |
Service code 16 3 RADNOR CORPORATE CENTER · RADNOR, PA 19087 | Consulting | $55,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,572 | $44,989-25.4% | $170,442-80.3% | $77,958-56.9% |
| Participation rate | 47.4% | 64.6%-17.2pp | 83.6%-36.2pp | 71.6%-24.3pp |
| Annual return | 17.09% | 19.61%-2.5pp | 205.93%-188.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $750 | $1,466-48.9% | $5,433-86.2% | $2,310-67.6% |
| Participant deferral / active EE | $1,094 | $2,208-50.4% | $4,939-77.8% | $3,537-69.1% |
| Admin fee / account holder | $223 | $69+223.3% | $13,880-98.4% | $97+128.9% |