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 |
|---|---|---|
BERKSHIRE ASSET MANAGEMENT3+ years Filed as: BERKSHIRE ADVISORS, INC. Service code 28 2240 RIDGEWOOD ROAD · WYOMISSING, PA 19610 | Investment Management | $23,046 |
ASPIRE FINANCIAL SERVICES3+ years Service code 13 · EIN 27-1033755 | Contract Administrator | $8,789 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,366 | $43,504+20.4% | $68,793-23.9% | $56,287-7.0% |
| Participation rate | 73.5% | 67.8%+5.7pp | 72.2%+1.3pp | 69.9%+3.7pp |
| Annual return | 19.47% | -3.15%+22.6pp | -4.63%+24.1pp | -9.96%+29.4pp |
| Employer contribution / active EE | $1,315 | $1,525-13.8% | $2,625-49.9% | $2,111-37.7% |
| Participant deferral / active EE | $3,470 | $2,509+38.3% | $3,311+4.8% | $3,350+3.6% |
| Admin fee / account holder | $329 | $515-36.2% | $5,131-93.6% | $521-36.9% |