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 ADVISORS4 years Filed as: KISTLER TIFFANY ADVISORS Service code 15 920 CASSATT ROAD · BERWYN, PA 19312 | Recordkeeping | $40,693 |
PAYCHEX, INC.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,786 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $111,461 | $203,209-45.1% | $159,436-30.1% | - |
| Participation rate | 82.8% | 77.0%+5.8pp | 82.8%0pp | - |
| Annual return | 14.74% | 10.23%+4.5pp | 263.57%-248.8pp | - |
| Employer contribution / active EE | $1,122 | $2,919-61.6% | $4,829-76.8% | - |
| Participant deferral / active EE | $8,372 | $5,954+40.6% | $7,352+13.9% | - |
| Admin fee / account holder | $415 | $10,627-96.1% | $10,799-96.2% | - |