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 |
|---|---|---|
KISTLER-TIFFANY ADVISORS1 year Filed as: KISTLER TIFFANY ADVISORS Service code 15 1205 WESTLAKES DR · BERWYN, PA 19312 | Recordkeeping | $33,202 |
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,627 | $77,813-15.7% | $123,544-46.9% | $64,186+2.2% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.3%+0.9pp | 69.6%+13.6pp |
| Annual return | -0.73% | 12.48%-13.2pp | 119.20%-119.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $945 | $3,014-68.7% | $4,628-79.6% | $2,381-60.3% |
| Participant deferral / active EE | $6,161 | $5,240+17.6% | $6,426-4.1% | $3,470+77.6% |
| Admin fee / account holder | $392 | $5,519-92.9% | $9,284-95.8% | $4,888-92.0% |