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 |
|---|---|---|
MAIN STREET RESEARCH LLC2+ years Filed as: MAIN LINE FINANCIAL ADVISORS, LLC Service code 27 211 EAST HIGH STREET · POTTSTOWN, PA 19464 | Advisory (Plan) | $16,840 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $6,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,187 | $56,629-20.2% | $77,999-42.1% | $55,167-18.1% |
| Participation rate | 36.7% | 73.3%-36.6pp | 75.5%-38.9pp | 69.0%-32.3pp |
| Annual return | 6.29% | 2866.98%-2860.7pp | 425.96%-419.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $863 | $1,723-49.9% | $2,470-65.1% | $1,963-56.0% |
| Participant deferral / active EE | $1,527 | $2,777-45.0% | $3,497-56.3% | $3,054-50.0% |
| Admin fee / account holder | $479 | $467+2.7% | $5,480-91.3% | $504-4.9% |