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 |
|---|---|---|
CHESTER M. KEARNEY1 year Filed as: CHESTER M. KEARNEY, PA Service code 10 · EIN 01-0411241 | Accounting | $29,757 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,990 |
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 | $169,255 | $85,135+98.8% | $98,907+71.1% | $73,409+130.6% |
| Participation rate | 99.7% | 81.1%+18.6pp | 76.0%+23.7pp | 72.2%+27.6pp |
| Annual return | 16.80% | 19.14%-2.3pp | 196.43%-179.6pp | 59.29%-42.5pp |
| Employer contribution / active EE | $5,920 | $2,721+117.6% | $2,689+120.2% | $2,234+165.1% |
| Participant deferral / active EE | $5,438 | $4,349+25.0% | $4,244+28.1% | $3,805+42.9% |
| Admin fee / account holder | $66 | $139-52.9% | $6,642-99.0% | $158-58.5% |