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 |
|---|---|---|
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY AND ASBURY LLP Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $9,900 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $310 |
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 | $136,194 | $57,976+134.9% | $62,995+116.2% | $62,292+118.6% |
| Participation rate | 96.5% | 75.9%+20.6pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 19.16% | 17.54%+1.6pp | 87.57%-68.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $6,066 | $2,415+151.2% | $2,759+119.9% | $2,042+197.0% |
| Participant deferral / active EE | $5,059 | $2,956+71.1% | $3,329+51.9% | $3,169+59.6% |
| Admin fee / account holder | $89 | $276-67.7% | $3,600-97.5% | $479-81.4% |