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 ADVISORS6 years Filed as: KISTLER TIFFANY ADVISORS Service code 15 · EIN 84-4519624 920 CASSATT ROAD · BERWYN, PA 19312 | Recordkeeping | $39,694 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,420 |
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 | $112,373 | $91,407+22.9% | $135,903-17.3% | $71,457+57.3% |
| Participation rate | 75.0% | 75.7%-0.7pp | 81.9%-6.9pp | 67.9%+7.1pp |
| Annual return | 19.59% | 29.90%-10.3pp | 68.23%-48.6pp | 28.85%-9.3pp |
| Employer contribution / active EE | $1,100 | $3,703-70.3% | $4,856-77.4% | $2,588-57.5% |
| Participant deferral / active EE | $8,790 | $7,092+23.9% | $7,758+13.3% | $4,289+105.0% |
| Admin fee / account holder | $415 | $1,266-67.2% | $10,762-96.1% | $1,587-73.9% |