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) | $49,518 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,082 |
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 | $51,789 | $91,407-43.3% | $135,903-61.9% | $71,457-27.5% |
| Participation rate | 97.3% | 75.7%+21.6pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 18.80% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $3,516 | $3,703-5.1% | $4,856-27.6% | $2,588+35.9% |
| Participant deferral / active EE | $11,399 | $7,092+60.7% | $7,758+46.9% | $4,289+165.8% |
| Admin fee / account holder | $392 | $1,266-69.0% | $10,762-96.4% | $1,587-75.3% |