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 9-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 |
|---|---|---|
GREAT VALLEY ADVISOR GROUP2 years Service code 99 · EIN 51-0295792 | Other Fees | $8,826 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,854 | $62,688-66.7% | $178,014-88.3% | $77,671-73.2% |
| Participation rate | 12.4% | 66.9%-54.5pp | 77.1%-64.7pp | 70.6%-58.2pp |
| Annual return | 12.66% | 16.16%-3.5pp | 294.80%-282.1pp | 31.21%-18.5pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,950-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $532 | $4,224-87.4% | $6,276-91.5% | $4,648-88.6% |
| Admin fee / account holder | $117 | $386-69.7% | $10,362-98.9% | $430-72.8% |