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 BANK9 years Service code 21 800 STATE STREET, SUITE 500 · ERIE, PA 16501 | Bank Trustee | $13,220 |
DEFINITI LLC4 years Filed as: DEFINITI-LLC Service code 15 3 HOLLAND STREET · ERIE, PA 16507 | Recordkeeping | $7,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,253 | $55,415-11.1% | $155,509-68.3% | $74,495-33.9% |
| Participation rate | 41.7% | 61.9%-20.2pp | 78.2%-36.5pp | 67.2%-25.5pp |
| Annual return | 10.27% | 268.50%-258.2pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,072 | $2,267-52.7% | $4,672-77.1% | $2,623-59.1% |
| Participant deferral / active EE | $2,891 | $2,836+1.9% | $5,626-48.6% | $4,346-33.5% |
| Admin fee / account holder | $268 | $1,738-84.6% | $15,912-98.3% | $1,942-86.2% |