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 |
|---|---|---|
Filed as: WEALTH ADVISORY GROUP, INC. Service code 27 1055 WESTLAKES DR · BERWYN, PA 19312 | Advisory (Plan) | $57,621 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,921 | $102,317-33.6% | $146,958-53.8% | $80,856-16.0% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.1pp | 67.6%+27.7pp |
| Annual return | 14.14% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,186 | $3,713-14.2% | $4,933-35.4% | $2,755+15.6% |
| Participant deferral / active EE | $10,455 | $6,644+57.4% | $8,070+29.6% | $4,296+143.4% |
| Admin fee / account holder | $553 | $7,941-93.0% | $12,998-95.7% | $6,918-92.0% |