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.4+ years Service code 27 · EIN 23-3044281 163 WEST LANCASTER AVENUE · PAOLI, PA 19301 | Advisory (Plan) | $47,847 |
N.A. FALCONE & ASSOCIATES, INC.4+ years Filed as: N.A. FALCONE & ASSOCIATES, INC Service code 11 · EIN 23-2773128 EIGHT NESHAMINY INTERPLEX · TREVOSE, PA 19053 | Actuarial | $14,714 |
N.A. FALCONE & ASSOCIATES, INC.4+ years Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 575 PIERCE STREET · KINGSTON, PA 18704 | Accounting | $12,000 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 15 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Recordkeeping | $7,698 |
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.
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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -5.00% | -2.92%-2.1pp | -752.26%+747.3pp | 10.56%-15.6pp |
| Employer contribution / active EE | $6,629 | $9,485-30.1% | $31,802-79.2% | $13,643-51.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |