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 4-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 |
|---|---|---|
Filed as: ECA INVESTMENT GROUP Service code 27 · EIN 23-2565337 224 ST. CHARLES WAY · YORK, PA 17402 | Advisory (Plan) | $14,156 |
COUNSEL TRUST COMPANY2+ years Filed as: COUNSEL TRUST Service code 21 · EIN 03-0446670 224 ST. CHARLES WAY · YORK, PA 17402 | Bank Trustee | $8,546 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 7.61% | 5.09%+2.5pp | 5.00%+2.6pp | 7.18%+0.4pp |
| Employer contribution / active EE | $3,193 | $7,393-56.8% | $35,918-91.1% | $13,095-75.6% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |