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 ASSOCIATES5 years Filed as: DILLON CAPITAL MANAGEMENT Service code 27 809 N. BETHLEHEM PIKE · AMBLER, PA 19002 | Advisory (Plan) | $46,858 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $42,731 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,754 | $69,823-43.1% | $77,163-48.5% | $74,419-46.6% |
| Participation rate | 95.1% | 70.0%+25.0pp | 69.6%+25.5pp | 70.7%+24.3pp |
| Annual return | 18.75% | 19.98%-1.2pp | 37.87%-19.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,925 | $2,150-10.5% | $2,535-24.1% | $2,637-27.0% |
| Participant deferral / active EE | $4,515 | $3,558+26.9% | $3,833+17.8% | $4,528-0.3% |
| Admin fee / account holder | $163 | $398-59.1% | $5,472-97.0% | $348-53.2% |