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 |
|---|---|---|
BLB & B ADVISORS, LLC2 years Service code 27 103 MONTGOMERY AVENUE · MONTGOMERYVILLE, PA 18936 | Advisory (Plan) | $23,095 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,330 | $55,415-29.0% | $155,509-74.7% | $74,495-47.2% |
| Participation rate | 80.2% | 61.9%+18.3pp | 78.2%+2.0pp | 67.2%+13.0pp |
| Annual return | 17.06% | 268.50%-251.4pp | 64.67%-47.6pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,775 | $2,267-21.7% | $4,672-62.0% | $2,623-32.3% |
| Participant deferral / active EE | $1,932 | $2,836-31.9% | $5,626-65.7% | $4,346-55.5% |
| Admin fee / account holder | $177 | $1,738-89.8% | $15,912-98.9% | $1,942-90.9% |