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 13 · EIN 23-1719817 487 DEVON PARK DRVIE, STE 206 · WAYNE, PA 19087 | Contract Administrator | $24,000 |
Filed as: THE PRUDENTIAL INSURANCE CO OF AM Service code 15 · EIN 22-1211670 | Recordkeeping | $22,079 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES JOHNSTON PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $18,496 |
ALAN ROSS & COMPANY, PC3+ years Filed as: ALAN ROSS AND COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,629 | $81,537-2.3% | $149,718-46.8% | $69,631+14.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 15.61% | 22.79%-7.2pp | 1501.63%-1486.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $3,713 | $3,239+14.6% | $5,445-31.8% | $2,032+82.7% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $194 | $107+81.3% | $11,283-98.3% | $110+75.4% |