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 8-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 |
|---|---|---|
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $25,000 |
STEVENS & LEE1 year Service code 29 · EIN 23-1886296 111 N. SIXTH STREET · READING, PA 19601 | Legal | $13,557 |
MAURY KELLER, CPA1 year Service code 20 660 LIONSHEAD PLACE · VAIL, CO 81657 | Trustee (individual) | $4,393 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,700 | $89,355-98.1% | $141,162-98.8% | $72,985-97.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -95.21% | 111.85%-207.1pp | 71.39%-166.6pp | 81.00%-176.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $203 | $5,958-96.6% | $10,261-98.0% | $5,124-96.0% |