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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEWYORK, NY 10036 | Actuarial | $110,926 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 159 CROCKER PARK BOULEVARD · CLEVELAND, OH 44145 | Investment Management | $64,694 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 500 1ST AVENUE · PITTSBURGH, PA 15219 | Bank Trustee | $18,851 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 10.31% | 7.25%+3.1pp | 5.17%+5.1pp | 8.23%+2.1pp |
| Employer contribution / active EE | $13,889 | $13,309+4.4% | $26,422-47.4% | $13,859+0.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |