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 |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $122,885 |
Service code 16 491 MAPLE STREET · DANVERS, MA 01923 | Consulting | $23,000 |
BAKER NEWMAN NOYES2 years Service code 10 · EIN 01-0494526 | Accounting | $14,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,959 | $78,852+44.5% | $76,768+48.4% | $75,289+51.4% |
| Participation rate | 91.0% | 85.0%+6.0pp | 77.0%+14.0pp | 72.4%+18.5pp |
| Annual return | -2.45% | -1.29%-1.2pp | 2.43%-4.9pp | -0.04%-2.4pp |
| Employer contribution / active EE | $3,379 | $2,794+20.9% | $2,485+36.0% | $2,405+40.5% |
| Participant deferral / active EE | $6,786 | $4,800+41.4% | $3,852+76.2% | $3,739+81.5% |
| Admin fee / account holder | $121 | $79+52.8% | $6,675-98.2% | $102+18.0% |