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 |
|---|---|---|
BLB & B ADVISORS, LLC1 year Service code 27 103 MONTGOMERY AVENUE · MONTGOMERYVILLE, PA 18936 | Advisory (Plan) | $19,619 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $9,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,956 | $61,272-39.7% | $149,673-75.3% | $71,457-48.3% |
| Participation rate | 71.5% | 62.5%+9.0pp | 78.8%-7.3pp | 67.9%+3.6pp |
| Annual return | 18.64% | 35.85%-17.2pp | 134.42%-115.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,492 | $2,378-37.3% | $4,818-69.0% | $2,588-42.3% |
| Participant deferral / active EE | $1,696 | $2,917-41.8% | $5,680-70.1% | $4,289-60.4% |
| Admin fee / account holder | $167 | $1,261-86.8% | $13,210-98.7% | $1,587-89.5% |