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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 P.O. BOX 72748001 · PHILADELPHIA, PA 19170 | Accounting | $41,414 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$70,776 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $134,842 | $80,177+68.2% | $123,892+8.8% | $57,658+133.9% |
| Participation rate | 79.3% | 74.4%+4.9pp | 81.4%-2.1pp | 70.2%+9.1pp |
| Annual return | 0.30% | 17.90%-17.6pp | 47.52%-47.2pp | 5.13%-4.8pp |
| Employer contribution / active EE | $1,750 | $2,913-39.9% | $4,617-62.1% | $1,974-11.3% |
| Participant deferral / active EE | $8,676 | $5,130+69.1% | $5,984+45.0% | $3,061+183.5% |
| Admin fee / account holder | -$37 | $106-135.0% | $8,357-100.4% | $95-139.3% |