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 |
|---|---|---|
JENNINGS SIGMOND P.C.8+ years Filed as: JENNINGS SIGMOND, PC Service code 29 · EIN 23-2025670 1835 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $39,638 |
BPAS6 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 706 N CLINTON STREET · SYRACUSE, NY 13204 | Actuarial | $28,000 |
BPAS7 years Service code 27 · EIN 16-1503696 3401 MASONS MILL ROAD, SUITE 601 · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $27,809 |
FABIAN & BYRN LLC6 years Service code 13 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $18,000 |
ALAN ROSS & COMPANY, PC7 years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $6,250 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $187,247-100.0% | $164,721-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.4%-44.4pp |
| Annual return | -18.05% | -5.84%-12.2pp | -5.84%-12.2pp | -14.65%-3.4pp |
| Employer contribution / active EE | $1,800 | $39,394-95.4% | $31,839-94.3% | $46,320-96.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,631-100.0% |