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 | $31,544 |
EFFICIENT ADVISORS2+ years Filed as: EFFICIENT ADVISORS, LLC Service code 28 1801 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $23,120 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,163 | $89,739+18.3% | $149,718-29.1% | $62,292+70.4% |
| Participation rate | 95.8% | 85.1%+10.7pp | 87.1%+8.7pp | 69.5%+26.3pp |
| Annual return | 13.71% | 21.01%-7.3pp | 1501.63%-1487.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $675 | $3,233-79.1% | $5,445-87.6% | $2,042-67.0% |
| Participant deferral / active EE | $5,873 | $4,797+22.4% | $6,569-10.6% | $3,169+85.3% |
| Admin fee / account holder | $304 | $551-44.8% | $11,283-97.3% | $479-36.6% |