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 MANAGEMENT6 years Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $29,875 |
ALERUS FINANCIAL, N.A.6 years Filed as: ALERUS FINANCIAL, N. A. Service code 15 · EIN 45-6062081 | Recordkeeping | $15,378 |
HEBERLEIN AND FALK, PC1 year Service code 10 · EIN 26-0001555 | Accounting | $7,715 |
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 | $39,050 | $60,323-35.3% | $81,812-52.3% | $74,495-47.6% |
| Participation rate | 90.0% | 62.9%+27.1pp | 72.3%+17.7pp | 67.2%+22.8pp |
| Annual return | 8.09% | 16.90%-8.8pp | 773.79%-765.7pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $3,468 | $2,620+32.4% | $2,912+19.1% | $2,623+32.2% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $240 | $1,486-83.8% | $7,386-96.7% | $1,942-87.6% |