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 7-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 |
|---|---|---|
URISH POPECK & CO., LLC1 year Filed as: URISH POPECK Service code 10 2160 SANDY DRIVE, SUITE C · STATE COLLEGE, PA 16803 | Accounting | $11,500 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,502 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $4,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,949 | $101,499-35.0% | $147,005-55.1% | $74,546-11.5% |
| Participation rate | 97.0% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 20.89% | 8732.34%-8711.5pp | 418.76%-397.9pp | 1366.03%-1345.1pp |
| Employer contribution / active EE | $4,444 | $3,811+16.6% | $4,934-9.9% | $2,624+69.3% |
| Participant deferral / active EE | $9,095 | $7,304+24.5% | $8,070+12.7% | $4,347+109.2% |
| Admin fee / account holder | $62 | $1,748-96.5% | $13,006-99.5% | $1,944-96.8% |