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 |
|---|---|---|
HERBEIN & COMPANY, INC.2 years Filed as: HERBEIN AND COMPANY, INC. Service code 10 2763 CENTURY BOULEVARD · READING, PA 19610 | Accounting | $11,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,275 |
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 | $149,899 | $52,953+183.1% | $172,739-13.2% | $65,185+130.0% |
| Participation rate | 93.0% | 66.2%+26.8pp | 82.6%+10.3pp | 70.2%+22.8pp |
| Annual return | 18.99% | 30.12%-11.1pp | 802.84%-783.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $3,886 | $2,190+77.5% | $5,143-24.4% | $2,177+78.5% |
| Participant deferral / active EE | $5,909 | $2,471+139.2% | $5,198+13.7% | $3,514+68.2% |
| Admin fee / account holder | $60 | $472-87.3% | $13,954-99.6% | $847-92.9% |