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.6+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $101,436 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,464 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $13,500 |
Service code 16 27 GARDEN STREET, SUITE 1A · DANVERS, MA 01923 | Consulting | $10,750 |
MCCARTER & ENGLISH1 year Filed as: MCCARTER & ENGLISH LLP Service code 29 FOUR GTWY CTR 100 MULBERRY ST · NEWARK, NJ 07102 | Legal | $7,292 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,060 | $79,519+93.7% | $95,952+60.6% | $73,409+109.9% |
| Participation rate | 91.3% | 81.2%+10.1pp | 77.1%+14.2pp | 72.2%+19.1pp |
| Annual return | 15.63% | 19.20%-3.6pp | 91.61%-76.0pp | 59.29%-43.7pp |
| Employer contribution / active EE | $3,946 | $2,048+92.7% | $2,541+55.3% | $2,234+76.6% |
| Participant deferral / active EE | $7,992 | $4,138+93.1% | $4,167+91.8% | $3,805+110.0% |
| Admin fee / account holder | $132 | $184-28.6% | $6,795-98.1% | $158-16.7% |