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 MILLER2 years Service code 10 · EIN 23-1980475 100 WITNER ROAD · HORSHAM, PA 19044 | Accounting | $41,500 |
STEVENS & LEE2 years Service code 29 · EIN 23-1886296 111 N. SIXTH STREET · READING, PA 19601 | Legal | $8,866 |
MAURY KELLER, CPA2 years Service code 20 660 LIONSHEAD PLACE · VAIL, CO 81657 | Trustee (individual) | $370 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,698 | $165,335-99.0% | $149,696-98.9% | $158,922-98.9% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -0.12% | 348.15%-348.3pp | 276.60%-276.7pp | 302.83%-302.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $36 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |