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 ADMIN5+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $45,975 |
WILLIG, WILLIAMS & DAVIDSON2 years Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $24,151 |
PACKER THOMAS3 years Service code 10 · EIN 34-1667340 | Accounting | $12,669 |
FOX ROTHSCHILD LLP3 years Service code 29 · EIN 23-1404723 | Legal | $10,854 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,775 | $66,601+40.8% | $92,893+0.9% | $67,579+38.8% |
| Participation rate | 98.6% | 72.5%+26.1pp | 76.0%+22.6pp | 71.3%+27.4pp |
| Annual return | 20.97% | 92.58%-71.6pp | 109.41%-88.4pp | 378.56%-357.6pp |
| Employer contribution / active EE | $7,246 | $2,775+161.1% | $3,653+98.4% | $2,148+237.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $213 | $199+7.3% | $5,794-96.3% | $142+50.0% |