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 |
|---|---|---|
NORTHEAST ADVISORS, INC.1+ years Service code 27 · EIN 23-3044281 163 WEST LANCASTER AVENUE · PAOLI, PA 19301 | Advisory (Plan) | $40,687 |
AMERICAN REALTY ADVISORS1+ years Filed as: NORTH AMERICAN BENEFITS COMPANY Service code 23 · EIN 23-2682285 530 EAST SWEDESFORD RD · WAYNE, PA 19087 | Insurance services | $22,869 |
N.A. FALCONE & ASSOCIATES, INC.1+ years Filed as: N.A. FALCONE & ASSOCIATES, INC Service code 11 · EIN 23-2773128 EIGHT NESHAMINY INTERPLEX · TREVOSE, PA 19053 | Actuarial | $14,279 |
N.A. FALCONE & ASSOCIATES, INC.1+ years Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 575 PIERCE STREET · KINGSTON, PA 18704 | Accounting | $11,990 |
IRA H. WEINSTOCK, P.C.1+ years Filed as: IRA H. WIENSTOCK, P.C. Service code 29 · EIN 23-2080847 800 NORTH SECOND STREET · HARRISBURG, PA 17102 | Legal | $6,701 |
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.
Employer contribution per participant 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 | $0 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -1.42% | -1.83%+0.4pp | -1.61%+0.2pp | 2.81%-4.2pp |
| Employer contribution / active EE | $4,781 | $9,208-48.1% | $30,840-84.5% | $16,358-70.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |