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 |
|---|---|---|
FNB WEALTH MANAGEMENT4 years Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $34,076 |
ALERUS FINANCIAL, N.A.4 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $33,073 |
FELIX & GLOEKLER7+ years Service code 10 · EIN 26-0001555 | Accounting | $7,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,600 | $51,197-24.6% | $82,719-53.3% | $66,914-42.3% |
| Participation rate | 90.6% | 67.8%+22.8pp | 72.6%+18.0pp | 69.8%+20.8pp |
| Annual return | -10.31% | -9.64%-0.7pp | 701.18%-711.5pp | 1.58%-11.9pp |
| Employer contribution / active EE | $2,939 | $2,611+12.6% | $3,009-2.3% | $2,544+15.5% |
| Participant deferral / active EE | $134 | $3,458-96.1% | $4,395-96.9% | $4,237-96.8% |
| Admin fee / account holder | $282 | $416-32.0% | $5,329-94.7% | $593-52.4% |