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 |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD INVESTMENTS Service code 15 · EIN 23-1945390 PO BOX 2600 · VALLEY FORGE, PA 19462 | Recordkeeping | $1,773,781 |
BBP OF DVI9 years Service code 14 · EIN 23-1939024 2704 BLACK LAKE PL · PHILADELPHIA, PA 19154 | Plan Administrator | $249,395 |
ANTHONY M PONTARELLI CPA LLC3 years Filed as: ANTHONY M PONTARELLIA CPA LLC Service code 10 · EIN 32-0048632 626 S STATE ST · NEWTOWN, PA 18940 | Accounting | $40,000 |
THOMAS J MCGOLDRICK ESQ3 years Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $24,000 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE AND O'DONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE SW · WASHINGTON, DC 20015 | Legal | $5,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,521 | $103,641+41.4% | $107,525+36.3% | $102,872+42.4% |
| Participation rate | 82.7% | 79.4%+3.3pp | 75.1%+7.6pp | 73.0%+9.7pp |
| Annual return | 10.00% | 13.08%-3.1pp | 181.32%-171.3pp | 19.06%-9.1pp |
| Employer contribution / active EE | $7,241 | $5,096+42.1% | $3,754+92.9% | $3,526+105.3% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $890 | $276+222.4% | $8,919-90.0% | $292+204.7% |