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.1+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945390 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $122,911 |
ANTHONY M PONTARELLI CPA LLC1+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FEASTERVILLE, PA 19053 | Accounting | $40,000 |
BBP OF DVI1+ years Filed as: BBP OF DELAWARE VALLEY INC Service code 14 · EIN 23-1939024 2941 SOUTHAMPTON RD · PHILADELPHIA, PA 19154 | Plan Administrator | $0 |
O'DONOGHUE & O'DONOGHUE1+ years Filed as: ODONOGHUE AND ODONOGHUE Service code 29 · EIN 53-0120528 4748 WISCONSIN AVE · WASHINGTON, DC 20016 | Legal | $0 |
THOMAS J MCGOLDRICK ESQ1+ years Filed as: THOMAS MCGOLDRICK Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $0 |
Annual investment return 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 | $88,741 | $54,392+63.2% | $84,750+4.7% | $63,975+38.7% |
| Participation rate | 93.4% | 76.9%+16.5pp | 76.6%+16.8pp | 71.1%+22.3pp |
| Annual return | -2.31% | 611.38%-613.7pp | 22.78%-25.1pp | 48.65%-51.0pp |
| Employer contribution / active EE | $5,348 | $2,943+81.7% | $3,574+49.6% | $2,182+145.1% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $177 | $136+30.4% | $5,332-96.7% | $70+151.5% |