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 |
|---|---|---|
Service code 49 STONEWOOD COMMONS I 101 BRADFORD · WEXFORD, PA 15090 | Other Services | $6,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,293 | $46,292+15.1% | $143,757-62.9% | $64,808-17.8% |
| Participation rate | 47.5% | 64.2%-16.7pp | 80.3%-32.8pp | 71.5%-23.9pp |
| Annual return | -18.05% | -10.05%-8.0pp | -0.04%-18.0pp | 32.82%-50.9pp |
| Employer contribution / active EE | $1,357 | $1,910-28.9% | $4,951-72.6% | $2,506-45.8% |
| Participant deferral / active EE | $2,675 | $2,646+1.1% | $5,637-52.5% | $4,310-37.9% |
| Admin fee / account holder | $23 | $154-84.9% | $14,673-99.8% | $188-87.6% |