See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HERBEIN & COMPANY, INC.11+ years Filed as: HERBEIN AND COMPANY INC Service code 10 2763 CENTURY BLVD · READING, PA 19610 | Accounting | $16,000 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $950 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 191829709 | Accounting | $788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,574 | $49,915+347.9% | $154,803+44.4% | $74,304+200.9% |
| Participation rate | 85.8% | 54.0%+31.8pp | 78.1%+7.7pp | 60.3%+25.4pp |
| Annual return | 15.34% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $4,718 | $1,611+192.8% | $4,305+9.6% | $2,241+110.5% |
| Participant deferral / active EE | $6,414 | $2,255+184.5% | $5,540+15.8% | $3,767+70.3% |
| Admin fee / account holder | $80 | $2,189-96.3% | $14,329-99.4% | $2,969-97.3% |