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 ADMIN10+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $119,520 |
PACKER THOMAS8 years Service code 10 · EIN 34-1667340 | Accounting | $17,022 |
WILLIG, WILLIAMS & DAVIDSON7 years Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $15,172 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services | $12,407 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,898 |
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 | $134,853 | $82,917+62.6% | $103,333+30.5% | $77,643+73.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.44% | 19.13%-4.7pp | 24.88%-10.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $10,272 | $3,552+189.2% | $3,868+165.6% | $2,726+276.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $342 | $638-46.5% | $8,355-95.9% | $430-20.7% |