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 6-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 |
|---|---|---|
Service code 13 1801 MARKET ST · PHILADELPHIA, PA 19103 | Contract Administrator | $30,810 |
EFFICIENT ADVISORS1+ years Filed as: EFFICIENT ADVISORS, LLC Service code 28 1801 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $25,165 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,630 | $74,089+23.7% | $133,980-31.6% | $55,167+66.1% |
| Participation rate | 95.4% | 84.3%+11.1pp | 87.1%+8.3pp | 69.0%+26.4pp |
| Annual return | 9.73% | 12.11%-2.4pp | 29.30%-19.6pp | 169.23%-159.5pp |
| Employer contribution / active EE | $655 | $3,064-78.6% | $5,211-87.4% | $1,963-66.6% |
| Participant deferral / active EE | $5,570 | $4,678+19.1% | $6,282-11.3% | $3,054+82.4% |
| Admin fee / account holder | $278 | $458-39.3% | $9,324-97.0% | $504-44.8% |