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 |
|---|---|---|
COMPREHENSIVE FINANCIAL PLANNING2+ years Filed as: COMPREHENSIVE FINANCIAL PLANNING, I Service code 27 5995 LEMON STREET · EAST PETERSBURGH, PA 17520 | Advisory (Plan) | $42,338 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $5,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,455 | $46,173-16.7% | $170,442-77.4% | $69,631-44.8% |
| Participation rate | 45.8% | 63.9%-18.1pp | 83.6%-37.8pp | 70.7%-24.9pp |
| Annual return | 17.04% | 21.62%-4.6pp | 205.93%-188.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $471 | $1,610-70.7% | $5,433-91.3% | $2,032-76.8% |
| Participant deferral / active EE | $1,283 | $2,080-38.3% | $4,939-74.0% | $3,224-60.2% |
| Admin fee / account holder | $238 | $116+104.8% | $13,880-98.3% | $110+115.1% |