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 ADVISORS5 years Filed as: KISTLER TIFFANY ADVISORS Service code 15 920 CASSATT ROAD · BERWYN, PA 19312 | Recordkeeping | $40,493 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,999 |
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 | $90,699 | $84,487+7.4% | $125,339-27.6% | $66,914+35.5% |
| Participation rate | 71.1% | 76.4%-5.3pp | 82.4%-11.3pp | 69.8%+1.3pp |
| Annual return | -12.08% | -8.39%-3.7pp | 572.05%-584.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $978 | $3,553-72.5% | $4,814-79.7% | $2,544-61.6% |
| Participant deferral / active EE | $7,892 | $6,781+16.4% | $7,446+6.0% | $4,237+86.3% |
| Admin fee / account holder | $424 | $685-38.1% | $10,010-95.8% | $593-28.5% |