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 |
|---|---|---|
KEVIN J. DRISCOLL2+ 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 | $40,077 | $36,916+8.6% | $156,549-74.4% | $57,658-30.5% |
| Participation rate | 48.6% | 63.4%-14.8pp | 84.0%-35.4pp | 70.2%-21.6pp |
| Annual return | 7.77% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $113 | $1,571-92.8% | $5,501-97.9% | $1,974-94.3% |
| Participant deferral / active EE | $1,438 | $1,926-25.3% | $4,871-70.5% | $3,061-53.0% |
| Admin fee / account holder | $24 | $82-71.3% | $13,027-99.8% | $95-75.0% |