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 |
|---|---|---|
Filed as: GREAT VALLEY ADVISORY GROUP Service code 26 120 PENNSYLVANIA AVE, STE. 202 · WILMINGTON, DE 19806 | Advisory (Participants) | $8,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,336 | $43,327-11.5% | $59,878-36.0% | $64,186-40.3% |
| Participation rate | 65.6% | 69.2%-3.6pp | 74.7%-9.1pp | 69.6%-4.0pp |
| Annual return | -5.43% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,404 | $2,546-44.8% | $3,402-58.7% | $3,470-59.5% |
| Admin fee / account holder | $161 | $3,005-94.7% | $3,590-95.5% | $4,888-96.7% |