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 |
|---|---|---|
D H EVANS TPA LLC DBA PATH ADMIN4+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $41,282 |
Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $20,396 |
PACKER THOMAS2 years Service code 10 · EIN 34-1667340 | Accounting | $8,800 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,352 |
FOX ROTHSCHILD LLP2 years Service code 29 · EIN 23-1404723 | Legal | $8,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,900 | $56,443+30.9% | $83,848-11.9% | $55,725+32.6% |
| Participation rate | 99.7% | 72.0%+27.7pp | 76.1%+23.6pp | 70.9%+28.9pp |
| Annual return | -3.65% | 393.67%-397.3pp | 850.88%-854.5pp | 244.93%-248.6pp |
| Employer contribution / active EE | $6,011 | $2,682+124.2% | $3,631+65.6% | $2,078+189.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $181 | $156+15.8% | $5,478-96.7% | $115+57.0% |