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 10 3401 MASONS MILL ROAD · HUNTINGTON VALLEY, PA 19006 | Accounting | $85,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,469 | $45,382+77.3% | $154,107-47.8% | $75,289+6.9% |
| Participation rate | 92.2% | 65.9%+26.3pp | 83.0%+9.2pp | 72.4%+19.8pp |
| Annual return | -6.28% | -0.47%-5.8pp | 735.12%-741.4pp | -0.04%-6.2pp |
| Employer contribution / active EE | $6,239 | $1,533+307.0% | $5,298+17.8% | $2,405+159.4% |
| Participant deferral / active EE | $4,405 | $2,384+84.8% | $5,081-13.3% | $3,739+17.8% |
| Admin fee / account holder | $141 | $89+57.5% | $13,411-99.0% | $102+37.5% |