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 |
|---|---|---|
Service code 10 · EIN 13-4008324 | Accounting | $45,000 |
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $28,294 |
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 | $11,187 | $155,795-92.8% | $136,294-91.8% | $69,631-83.9% |
| Participation rate | 89.8% | 75.2%+14.5pp | 81.9%+7.8pp | 70.7%+19.1pp |
| Annual return | 29.96% | 232464.33%-232434.4pp | 5155.94%-5126.0pp | 27571.02%-27541.1pp |
| Employer contribution / active EE | $1,762 | $2,991-41.1% | $4,695-62.5% | $2,032-13.3% |
| Participant deferral / active EE | $3,561 | $5,394-34.0% | $6,247-43.0% | $3,224+10.5% |
| Admin fee / account holder | $70 | $128-45.2% | $9,243-99.2% | $110-36.3% |