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 4-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 |
|---|---|---|
WASCHITZ PAVLORFF CPA LLP2 years Service code 10 PO BOX 871 · MONTICELLO, NY 12701 | Accounting | $20,000 |
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $16,152 |
Service code 13 · EIN 23-2773128 711 NORTH YORK ROAD, SUITE 200 · WILLOW GROVE, PA 19090 | Contract Administrator | $9,805 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,162 | $54,701-1.0% | $86,188-37.2% | $71,457-24.2% |
| Participation rate | 93.3% | 60.1%+33.2pp | 69.0%+24.3pp | 67.9%+25.3pp |
| Annual return | 18.11% | 20.06%-1.9pp | 1168.45%-1150.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,285 | $1,265+80.6% | $2,380-4.0% | $2,588-11.7% |
| Participant deferral / active EE | $4,546 | $3,108+46.2% | $3,985+14.1% | $4,289+6.0% |
| Admin fee / account holder | $509 | $1,922-73.5% | $6,852-92.6% | $1,587-67.9% |