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 |
|---|---|---|
LYDON FETTEROLF CORYDON, P.A.3+ years Service code 10 · EIN 52-1185156 | Accounting | $22,866 |
BB&T3+ years Filed as: BB & T Service code 21 · EIN 56-1368984 | Bank Trustee | $15,374 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,619 | $63,346-59.6% | $92,233-72.2% | $70,131-63.5% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 11.83% | 530.12%-518.3pp | 176.28%-164.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $4,272 | $2,471+72.9% | $3,679+16.1% | $2,342+82.4% |
| Participant deferral / active EE | $548 | $2,854-80.8% | $3,897-85.9% | $3,332-83.5% |
| Admin fee / account holder | $484 | $3,840-87.4% | $5,194-90.7% | $4,645-89.6% |