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 |
|---|---|---|
KEVIN J. DRISCOLL1+ years Filed as: J. KEVIN MCBRIDE, CFP Service code 26 701 SOUTH RT 73 · MARLTON, NJ 08053 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,339 | $37,117+3.3% | $147,614-74.0% | $55,191-30.5% |
| Participation rate | 50.8% | 63.6%-12.8pp | 84.6%-33.8pp | 69.2%-18.3pp |
| Annual return | 0.94% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $111 | $1,620-93.2% | $5,564-98.0% | $1,899-94.2% |
| Participant deferral / active EE | $1,439 | $1,985-27.5% | $4,895-70.6% | $3,046-52.8% |
| Admin fee / account holder | $20 | $86-76.3% | $11,611-99.8% | $91-77.7% |