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 BANK5 years Service code 14 · EIN 23-0559393 | Plan Administrator | $22,466 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,586 | $80,724-49.7% | $103,333-60.7% | $74,495-45.5% |
| Participation rate | 78.6% | 65.7%+12.9pp | 74.5%+4.1pp | 67.2%+11.4pp |
| Annual return | 19.46% | 27.56%-8.1pp | 24.88%-5.4pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,843 | $3,860-0.5% | $5,057-24.0% | $4,346-11.6% |
| Admin fee / account holder | $146 | $2,368-93.8% | $8,355-98.3% | $1,942-92.5% |