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 |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC2+ years Filed as: F.N.B. WEALTH MANAGEMENT Service code 25 12 FEDERAL STREET SUITE 400 · PITTSBURGH, PA 15212 | Directed Trustee | $16,725 |
ALERUS FINANCIAL, N.A.2+ years Filed as: ALERUS Service code 15 · EIN 45-6062081 | Recordkeeping | $6,990 |
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 | $44,218 | $56,629-21.9% | $77,999-43.3% | $55,167-19.8% |
| Participation rate | 76.5% | 73.3%+3.2pp | 75.5%+0.9pp | 69.0%+7.5pp |
| Annual return | 13.75% | 2866.98%-2853.2pp | 425.96%-412.2pp | 169.23%-155.5pp |
| Employer contribution / active EE | $934 | $1,723-45.8% | $2,470-62.2% | $1,963-52.4% |
| Participant deferral / active EE | $2,726 | $2,777-1.8% | $3,497-22.0% | $3,054-10.7% |
| Admin fee / account holder | $243 | $467-47.8% | $5,480-95.6% | $504-51.7% |