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 6-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+ years Filed as: PNC INVESTMENTS Service code 28 P.O. BOX 32760 · LOUISVILLE, KY 40232 | Investment Management | $48,064 |
AMERICAN FUNDS1+ years Filed as: PA CAPITAL ADVISORS Service code 34 114 CONWAY AVENUE · NARBERTH, PA 190722202 | Valuation (appraisals, etc.) | $36,880 |
Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $21,386 |
STEIKER, GREENAPPLE & FUSCO, P.C.1+ years Filed as: STEIKER, GREENAPPLE, & CROSCUT, PC Service code 29 · EIN 23-2483825 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Legal | $19,741 |
SADIS & GOLDBERG1+ years Service code 29 · EIN 13-3952891 551 FIFTH AVENUE · NEW YORK, NY 10176 | Legal | $15,000 |
CAPITAL TRUSTEES1+ years Service code 31 17 SOUTH SECOND STREET · HARRISBURG, PA 17101 | Named fiduciary | $13,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,089 | $57,096+176.9% | $94,224+67.8% | $55,191+186.4% |
| Participation rate | 99.6% | 75.7%+24.0pp | 78.8%+20.9pp | 69.2%+30.5pp |
| Annual return | -1.04% | 159.65%-160.7pp | 10.68%-11.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $2,794 | $1,708+63.6% | $3,587-22.1% | $1,899+47.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $436 | $89+388.9% | $6,269-93.0% | $91+380.6% |