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 |
|---|---|---|
NORTHWEST BANK2 years Service code 21 1030 STATE ST · ERIE, PA 16501 | Bank Trustee | $10,004 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 15 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $7,804 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,305 | $51,466-72.2% | $78,778-81.8% | $62,292-77.0% |
| Participation rate | 76.4% | 59.8%+16.6pp | 69.2%+7.2pp | 69.5%+6.9pp |
| Annual return | 15.44% | 19.96%-4.5pp | 35.62%-20.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $195 | $827-76.4% | $1,986-90.2% | $2,042-90.4% |
| Participant deferral / active EE | $1,151 | $2,147-46.4% | $2,958-61.1% | $3,169-63.7% |
| Admin fee / account holder | $37 | $489-92.4% | $5,134-99.3% | $479-92.2% |