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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT7 years Filed as: LEGAL & GENERAL INVESTMENT MGMT AM Service code 28 · EIN 20-8058531 | Investment Management | $202,684 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC Service code 15 · EIN 22-2232264 | Recordkeeping | $66,126 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $41,372 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $14,673 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $197,205-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 26.7%-26.7pp | 17.1%-17.1pp |
| Annual return | 4.60% | 9.82%-5.2pp | 9.79%-5.2pp | 9.82%-5.2pp |
| Employer contribution / active EE | $0 | $13,587-100.0% | $40,174-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $199-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $1,949-100.0% | $2,893-100.0% |