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 28 · EIN 16-1065416 3501 MASONS MILL ROAD, SUITE 505 · HUNTINGDON VALLEY, PA 19006 | Investment Management | $123,349 |
MCA ADMINISTRATORS, INC6+ years Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $58,603 |
ALAN ROSS & COMPANY, PC6+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,000 |
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 | $31,269 | $58,290-46.4% | $98,442-68.2% | $86,799-64.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 27.44% | 43.48%-16.0pp | 1492.73%-1465.3pp | 97.91%-70.5pp |
| Employer contribution / active EE | $2,244 | $2,008+11.8% | $2,960-24.2% | $2,405-6.7% |
| Participant deferral / active EE | $0 | $3,152-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $246 | $138+78.9% | $5,949-95.9% | $170+45.3% |