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 |
|---|---|---|
DILLON AND ASSOCIATES4 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $40,383 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $36,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,548 | $56,503-40.6% | $70,092-52.1% | $64,808-48.2% |
| Participation rate | 96.5% | 70.5%+26.0pp | 70.5%+26.0pp | 71.5%+25.0pp |
| Annual return | -15.61% | -13.44%-2.2pp | 190.73%-206.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,360 | $2,046-33.5% | $2,559-46.8% | $2,506-45.7% |
| Participant deferral / active EE | $4,388 | $3,389+29.5% | $3,849+14.0% | $4,310+1.8% |
| Admin fee / account holder | $169 | $160+5.1% | $6,267-97.3% | $188-10.3% |