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 20-4056745 2500 MCCELLAN AVE, SUITE 140 · PENNSAUKEN, NJ 08109 | Contract Administrator | $24,018 |
ALAN ROSS & COMPANY, PC6+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $8,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,187 | $61,473-33.0% | $81,930-49.7% | $73,409-43.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 12.09% | 28.26%-16.2pp | 29.49%-17.4pp | 59.29%-47.2pp |
| Employer contribution / active EE | $2,894 | $1,898+52.5% | $4,310-32.8% | $2,234+29.6% |
| Participant deferral / active EE | $182 | $3,080-94.1% | $7,107-97.4% | $3,805-95.2% |
| Admin fee / account holder | $86 | $125-31.6% | $5,158-98.3% | $158-45.6% |