See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FNB WEALTH MANAGEMENT7 years Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $33,490 |
ALERUS FINANCIAL, N.A.7 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $9,819 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,493 | $56,317-37.0% | $71,209-50.2% | $74,304-52.2% |
| Participation rate | 88.9% | 55.1%+33.8pp | 73.8%+15.2pp | 60.3%+28.6pp |
| Annual return | 5.68% | 42.83%-37.2pp | 282.51%-276.8pp | 29.43%-23.8pp |
| Employer contribution / active EE | $2,981 | $2,160+38.0% | $2,721+9.5% | $2,241+33.0% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $33 | $2,290-98.6% | $5,349-99.4% | $2,969-98.9% |