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 |
|---|---|---|
CONRAD SIEGEL9 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $79,510 |
FULTON FINANCIAL ADVISORS11+ years Service code 17 · EIN 23-3037647 | Pension Consulting | $24,206 |
RKL LLP1 year Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 17601 | Accounting | $19,656 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $280,286-100.0% | $280,286-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 8.3%-8.3pp | 35.7%-35.7pp |
| Annual return | -34.66% | 4.78%-39.4pp | 9.71%-44.4pp | 15.19%-49.9pp |
| Employer contribution / active EE | $0 | $29,038-100.0% | $21,536-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $0 | $42-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |