Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $36,147 |
Service code 13 · EIN 23-2773128 711 NORTH YORK ROAD SUITE 200 · WILLOW GROVE, PA 19090 | Contract Administrator | $21,915 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,327 | $78,483-25.7% | $106,201-45.1% | $74,546-21.8% |
| Participation rate | 65.9% | 72.8%-6.9pp | 75.3%-9.4pp | 67.2%-1.3pp |
| Annual return | 13.73% | 15.94%-2.2pp | 116.26%-102.5pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $5,198 | $2,522+106.2% | $3,170+64.0% | $2,624+98.1% |
| Participant deferral / active EE | $4,033 | $4,320-6.6% | $5,012-19.5% | $4,347-7.2% |
| Admin fee / account holder | $315 | $2,236-85.9% | $11,039-97.1% | $1,944-83.8% |