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 GROUP3 years Filed as: GREAT VALLEY ADVISOR GROUP, INC. Service code 15 · EIN 51-0295792 | Recordkeeping | $11,636 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,330 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,508 | $102,553-82.0% | $151,611-87.8% | $66,914-72.3% |
| Participation rate | 95.8% | 85.5%+10.3pp | 87.5%+8.3pp | 69.8%+26.0pp |
| Annual return | -9.42% | -10.82%+1.4pp | 3.33%-12.8pp | 1.58%-11.0pp |
| Employer contribution / active EE | $1,445 | $4,180-65.4% | $6,166-76.6% | $2,544-43.2% |
| Participant deferral / active EE | $5,767 | $6,641-13.2% | $8,363-31.0% | $4,237+36.1% |
| Admin fee / account holder | $51 | $630-92.0% | $11,616-99.6% | $593-91.5% |