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: WEALTH ADVISORY GROUP,INC Service code 26 · EIN 23-2739506 1055 WESTLAKES DRIVE, SUITE 130 · BERWYN, PA 19312 | Advisory (Participants) | $30,656 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Recordkeeping | $28,357 |
Service code 14 · EIN 23-2942715 511 SCHOOLHOUSE RD · KENNETT SQUARE, PA 19348 | Plan Administrator | $15,542 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $60 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,005 | $54,517-56.0% | $75,972-68.4% | $74,495-67.8% |
| Participation rate | 99.4% | 60.3%+39.1pp | 69.1%+30.4pp | 67.2%+32.2pp |
| Annual return | 12.36% | 31.82%-19.5pp | 359.55%-347.2pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,204 | $1,777+136.5% | $2,685+56.6% | $2,623+60.3% |
| Participant deferral / active EE | $2,009 | $3,066-34.5% | $4,255-52.8% | $4,346-53.8% |
| Admin fee / account holder | $137 | $2,229-93.8% | $6,467-97.9% | $1,942-92.9% |