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 |
|---|---|---|
GREAT VALLEY ADVISOR GROUP2 years Service code 27 · EIN 51-0295792 | Advisory (Plan) | $40,244 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,837 |
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 | $76,659 | $98,727-22.4% | $113,168-32.3% | $85,563-10.4% |
| Participation rate | 94.0% | 80.8%+13.2pp | 76.6%+17.4pp | 66.0%+28.0pp |
| Annual return | 19.25% | 17.43%+1.8pp | 24.27%-5.0pp | 31.51%-12.3pp |
| Employer contribution / active EE | $1,935 | $2,907-33.4% | $2,975-35.0% | $2,654-27.1% |
| Participant deferral / active EE | $5,302 | $5,424-2.2% | $5,107+3.8% | $4,375+21.2% |
| Admin fee / account holder | $226 | $357-36.6% | $12,068-98.1% | $834-72.9% |