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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $62,955 |
Service code 26 · EIN 86-2088578 732 E MCMURRAY RD · MCMURRAY, PA 15317 | Advisory (Participants) | $10,021 |
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 | $76,172 | $54,701+39.3% | $86,188-11.6% | $71,457+6.6% |
| Participation rate | 90.4% | 60.1%+30.3pp | 69.0%+21.5pp | 67.9%+22.5pp |
| Annual return | 15.62% | 20.06%-4.4pp | 1168.45%-1152.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $766 | $1,265-39.4% | $2,380-67.8% | $2,588-70.4% |
| Participant deferral / active EE | $4,784 | $3,108+53.9% | $3,985+20.0% | $4,289+11.6% |
| Admin fee / account holder | $499 | $1,922-74.0% | $6,852-92.7% | $1,587-68.6% |