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 |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 15 · EIN 22-1146430 | Recordkeeping | $19,166 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,312 | $55,415+346.3% | $155,509+59.0% | $74,495+232.0% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.4pp | 67.2%+31.3pp |
| Annual return | 15.80% | 268.50%-252.7pp | 64.67%-48.9pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,299 | $2,267+45.5% | $4,672-29.4% | $2,623+25.8% |
| Participant deferral / active EE | $6,855 | $2,836+141.7% | $5,626+21.8% | $4,346+57.7% |
| Admin fee / account holder | $216 | $1,738-87.6% | $15,912-98.6% | $1,942-88.9% |