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 LLP2 years Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $10,500 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,910 |
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 | $161,056 | $60,795+164.9% | $69,455+131.9% | $65,185+147.1% |
| Participation rate | 96.1% | 74.9%+21.2pp | 74.6%+21.5pp | 70.2%+25.9pp |
| Annual return | 23.39% | 17.46%+5.9pp | 28.97%-5.6pp | 29.38%-6.0pp |
| Employer contribution / active EE | $6,398 | $2,452+160.9% | $2,779+130.2% | $2,177+194.0% |
| Participant deferral / active EE | $6,175 | $3,162+95.3% | $3,535+74.7% | $3,514+75.7% |
| Admin fee / account holder | $42 | $314-86.7% | $3,839-98.9% | $847-95.1% |