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 |
|---|---|---|
Service code 13 · EIN 23-6270631 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $14,400 |
BACHELER & COMPANY PC1+ years Filed as: BACHELER & CO PC Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $13,110 |
MERANZE KATZ AND GAUDIOSO PC1+ years Filed as: MERANZE, KATZ, GAUDIOSO & NEWLIN PC Service code 29 · EIN 23-2331604 121 S BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $2,600 |
KLEINBARD LLC1+ years Filed as: KLEINBARD, BELL & BRECKER Service code 29 · EIN 23-1308492 1650 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $2,000 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,354-100.0% | $133,980-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 4.20% | 13.11%-8.9pp | 29.30%-25.1pp | 48.65%-44.4pp |
| Employer contribution / active EE | $761 | $3,503-78.3% | $5,211-85.4% | $2,182-65.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |