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 |
|---|---|---|
Service code 20 · EIN 41-2243735 431 EXTON COMMONS · EXTON, PA 19341 | Trustee (individual) | $5,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,656 | $26,549+7.9% | $61,373-53.3% | $66,914-57.2% |
| Participation rate | 26.9% | 38.1%-11.2pp | 52.6%-25.7pp | 69.8%-42.9pp |
| Annual return | -14.10% | -16.21%+2.1pp | 338.61%-352.7pp | 1.58%-15.7pp |
| Employer contribution / active EE | $120 | $651-81.6% | $1,159-89.6% | $2,544-95.3% |
| Participant deferral / active EE | $651 | $1,338-51.4% | $2,125-69.4% | $4,237-84.6% |
| Admin fee / account holder | $161 | $409-60.6% | $2,130-92.4% | $593-72.9% |