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 |
|---|---|---|
Filed as: GIRARD PARTNERS Service code 26 · EIN 23-2802378 41 W. BROAD STREET · SOUDERTON, PA 18964 | Advisory (Participants) | $48,576 |
THE VANGUARD GROUP, INC.7 years Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Contract Administrator | $17,750 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,233 | $116,081+61.3% | $156,181+19.9% | $79,634+135.1% |
| Participation rate | 54.4% | 75.6%-21.2pp | 78.8%-24.5pp | 62.5%-8.1pp |
| Annual return | 14.97% | 15.89%-0.9pp | 64.87%-49.9pp | 36.46%-21.5pp |
| Employer contribution / active EE | $2,472 | $2,828-12.6% | $4,294-42.4% | $2,529-2.3% |
| Participant deferral / active EE | $3,409 | $4,584-25.6% | $6,132-44.4% | $3,835-11.1% |
| Admin fee / account holder | $388 | $854-54.6% | $14,586-97.3% | $1,002-61.3% |