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 | $125,431 |
90 DEGREE BENEFITS1 year Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $58,549 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $11,806 |
ALAN ROSS & COMPANY, PC7+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,271 | $47,722-44.9% | $82,719-68.2% | $64,808-59.5% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -7.45% | -13.05%+5.6pp | 701.18%-708.6pp | 32.82%-40.3pp |
| Employer contribution / active EE | $2,577 | $2,179+18.3% | $3,009-14.3% | $2,506+2.9% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $231 | $143+61.5% | $5,329-95.7% | $188+22.9% |