See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
D H EVANS TPA LLC DBA PATH ADMIN7+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $64,532 |
PACKER THOMAS5 years Service code 10 · EIN 34-1667340 | Accounting | $15,712 |
WILLIG, WILLIAMS & DAVIDSON4 years Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $9,240 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,026 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,321 | $78,275+58.8% | $109,143+13.9% | $86,799+43.2% |
| Participation rate | 99.4% | 73.8%+25.6pp | 75.9%+23.6pp | 72.3%+27.2pp |
| Annual return | 11.80% | 19.14%-7.3pp | 25.75%-13.9pp | 97.91%-86.1pp |
| Employer contribution / active EE | $8,289 | $3,105+167.0% | $3,722+122.7% | $2,405+244.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $214 | $198+8.0% | $6,752-96.8% | $170+26.4% |