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 INSTITUTIONAL ASSET MNGMT Service code 26 | Advisory (Participants) | $16,530 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $3,552 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 26 | Advisory (Participants) | $1,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,355 | $87,013-29.5% | $106,213-42.2% | $80,856-24.1% |
| Participation rate | 94.3% | 70.4%+23.9pp | 75.3%+19.0pp | 67.6%+26.7pp |
| Annual return | 12.13% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,737 | $2,395-27.5% | $3,171-45.2% | $2,755-36.9% |
| Participant deferral / active EE | $5,314 | $3,986+33.3% | $5,016+6.0% | $4,296+23.7% |
| Admin fee / account holder | $513 | $8,431-93.9% | $11,033-95.3% | $6,918-92.6% |