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 PLANNING3+ years Filed as: COMPREHENSIVE FINANCIAL PLANNING, I Service code 27 5995 LEMON STREET · EAST PETERSBURGH, PA 17520 | Advisory (Plan) | $50,965 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $6,069 |
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 | $42,403 | $37,196+14.0% | $154,107-72.5% | $55,725-23.9% |
| Participation rate | 44.0% | 64.1%-20.1pp | 83.0%-39.0pp | 70.9%-26.9pp |
| Annual return | 10.31% | 1319.68%-1309.4pp | 735.12%-724.8pp | 244.93%-234.6pp |
| Employer contribution / active EE | $449 | $1,614-72.2% | $5,298-91.5% | $2,078-78.4% |
| Participant deferral / active EE | $1,281 | $2,068-38.1% | $5,081-74.8% | $3,356-61.8% |
| Admin fee / account holder | $299 | $102+194.6% | $13,411-97.8% | $115+159.9% |