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 |
|---|---|---|
RICHARD GABRIEL ASSOCIATES1+ years Service code 11 · EIN 23-2817579 601 DRESHER ROAD · HORSHAM, PA 19044 | Actuarial | $52,900 |
PFM ADVISORS1+ years Service code 27 · EIN 23-3087064 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $32,500 |
US BANK1+ years Filed as: US BANK N.A. Service code 15 · EIN 31-0841368 60 LIVINGSTON AVENUE · ST PAUL, MN 55107 | Recordkeeping | $21,614 |
EDWARD A HARDING PC1+ years Service code 10 · EIN 23-2579737 1016 PINETOWN ROAD · FORT WASHINGTON, PA 19034 | Accounting | $12,500 |
MARKOWITZ & RICHMAN1+ years Service code 29 · EIN 23-2111581 123 SOUTH BROAD STREET · PHILADELPHIA, PA 19109 | Legal | $9,580 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -3.06% | -0.81%-2.2pp | -2.90%-0.2pp | 2.81%-5.9pp |
| Employer contribution / active EE | $1,420 | $22,644-93.7% | $27,990-94.9% | $16,358-91.3% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |