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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $100,720 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,752 |
DELAWARE VALLEY RETIREMENT, INC.5+ years Filed as: DELAWARE VALLEY RETIREMENT INC Service code 13 · EIN 20-2055473 | Contract Administrator | $38,878 |
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 | $43,491 | $62,928-30.9% | $172,739-74.8% | $67,579-35.6% |
| Participation rate | 99.4% | 64.5%+35.0pp | 82.6%+16.8pp | 71.3%+28.2pp |
| Annual return | 19.24% | 30.36%-11.1pp | 802.84%-783.6pp | 378.56%-359.3pp |
| Employer contribution / active EE | $2,904 | $1,636+77.5% | $5,143-43.5% | $2,148+35.2% |
| Participant deferral / active EE | $4,685 | $2,145+118.4% | $5,198-9.9% | $3,539+32.4% |
| Admin fee / account holder | $235 | $167+40.8% | $13,954-98.3% | $142+64.9% |