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.10+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $249,873 |
GANNETT WELSH AND KOTLER10+ years Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $16,746 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER Service code 28 600 FIFTH AVE 26TH FLOOR · NEW YORK, NY 10020 | Investment Management | $14,663 |
MADISON INVESTMENT ADVISORS8 years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 550 SCIENECE DR · MADINSON, WI 53711 | Investment Management | $14,173 |
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 11.86% | 7.96%+3.9pp | 5.16%+6.7pp | 8.76%+3.1pp |
| Employer contribution / active EE | $5,085 | $15,125-66.4% | $26,442-80.8% | $16,640-69.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |