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 |
|---|---|---|
LEVY RATNER1 year Filed as: LEVY WEALTH MANAGEMENT GROUP Service code 26 · EIN 41-2016508 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $18,641 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,184 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 26 · EIN 41-2016508 505 N HWY 169, SUITE 900 · PLYMOUTH, MN 55441 | Advisory (Participants) | $5,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,831 | $101,317-46.9% | $146,958-63.4% | $74,495-27.7% |
| Participation rate | 96.5% | 75.5%+20.9pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 22.97% | 8730.91%-8707.9pp | 418.34%-395.4pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $3,351 | $3,810-12.0% | $4,933-32.1% | $2,623+27.8% |
| Participant deferral / active EE | $8,450 | $7,303+15.7% | $8,070+4.7% | $4,346+94.4% |
| Admin fee / account holder | $276 | $1,739-84.1% | $12,998-97.9% | $1,942-85.8% |