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.8+ years Filed as: HERBEIN AND COMPANY INC Service code 70 2763 CENTURY BLVD · READING, PA 19610 | Consulting Fees | $13,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,450 | $65,061+157.4% | $143,757+16.5% | $66,914+150.2% |
| Participation rate | 92.0% | 65.2%+26.8pp | 80.3%+11.7pp | 69.8%+22.2pp |
| Annual return | -13.04% | -11.14%-1.9pp | -0.04%-13.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $4,514 | $2,361+91.2% | $4,951-8.8% | $2,544+77.4% |
| Participant deferral / active EE | $6,977 | $2,919+139.0% | $5,637+23.8% | $4,237+64.7% |
| Admin fee / account holder | $75 | $502-85.1% | $14,673-99.5% | $593-87.4% |