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 |
|---|---|---|
FOX ROTHSCHILD LLP1 year Service code 29 500 GRANT ST., SUITE 2500 · PITTSBURG, PA 15219 | Legal | $40,000 |
CONRAD SIEGEL7 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $21,983 |
Filed as: EDWARD D. JONES & CO., LP Service code 27 201 PROGRESS PARKWAY · MARYLAND HEIGHTS, MO 630433042 | Advisory (Plan) | $12,521 |
VALUE CONSULTING GROUP2 years Filed as: VALUE MANAGEMENT INC Service code 34 2370 YORK ROAD · JAMISON, PA 18929 | Valuation (appraisals, etc.) | $7,662 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,561 | $80,724-72.1% | $103,333-78.2% | $74,495-69.7% |
| Participation rate | 92.2% | 65.7%+26.5pp | 74.5%+17.7pp | 67.2%+25.0pp |
| Annual return | 9.88% | 27.56%-17.7pp | 24.88%-15.0pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $4,282 | $3,157+35.6% | $3,868+10.7% | $2,623+63.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $318 | $2,368-86.6% | $8,355-96.2% | $1,942-83.6% |