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) | $41,183 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,817 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,490 | $84,487-53.3% | $125,339-68.5% | $66,914-41.0% |
| Participation rate | 93.7% | 76.4%+17.3pp | 82.4%+11.3pp | 69.8%+23.9pp |
| Annual return | -13.56% | -8.39%-5.2pp | 572.05%-585.6pp | 1.58%-15.1pp |
| Employer contribution / active EE | $2,258 | $3,553-36.4% | $4,814-53.1% | $2,544-11.2% |
| Participant deferral / active EE | $7,298 | $6,781+7.6% | $7,446-2.0% | $4,237+72.2% |
| Admin fee / account holder | $302 | $685-56.0% | $10,010-97.0% | $593-49.1% |