See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 732 E MCMURRAY RD · MCMURRAY, PA 15317 | Advisory (Participants) | $51,269 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,255 |
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 | $94,660 | $66,098+43.2% | $101,794-7.0% | $74,304+27.4% |
| Participation rate | 93.7% | 53.8%+39.9pp | 69.2%+24.5pp | 60.3%+33.3pp |
| Annual return | 15.78% | 19.59%-3.8pp | 30.53%-14.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $788 | $1,082-27.1% | $2,289-65.6% | $2,241-64.8% |
| Participant deferral / active EE | $5,232 | $2,781+88.1% | $4,084+28.1% | $3,767+38.9% |
| Admin fee / account holder | $443 | $4,146-89.3% | $8,777-95.0% | $2,969-85.1% |