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 ADMIN8+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $119,520 |
PACKER THOMAS6 years Service code 10 · EIN 34-1667340 | Accounting | $15,958 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,747 |
WILLIG, WILLIAMS & DAVIDSON5 years Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $6,063 |
FOX ROTHSCHILD LLP6 years Service code 29 · EIN 23-1404723 | Legal | $5,893 |
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 | $102,117 | $106,236-3.9% | $112,228-9.0% | $64,808+57.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.01% | -6.02%-10.0pp | 27.45%-43.5pp | 32.82%-48.8pp |
| Employer contribution / active EE | $9,327 | $3,166+194.6% | $3,635+156.6% | $2,506+272.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $335 | $452-25.8% | $6,410-94.8% | $188+78.5% |