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 |
|---|---|---|
THE EPHRATA NATIONAL BANK2 years Service code 14 · EIN 23-0559393 | Plan Administrator | $6,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,261 | $77,660-52.0% | $109,143-65.9% | $79,386-53.1% |
| Participation rate | 94.1% | 67.8%+26.3pp | 75.9%+18.2pp | 70.7%+23.4pp |
| Annual return | 20.65% | 23.44%-2.8pp | 25.75%-5.1pp | 116.85%-96.2pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,006 | $3,518-14.6% | $4,653-35.4% | $4,046-25.7% |
| Admin fee / account holder | $133 | $732-81.9% | $6,752-98.0% | $626-78.8% |