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 7-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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $45,616 |
PNC BANK, N.A.1 year Filed as: PNC BANK, INC Service code 25 · EIN 22-1146430 | Directed Trustee | $33,882 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS AND CO., INC. Service code 10 · EIN 25-1408703 | Accounting | $11,866 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 23 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $0 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,500 | $62,928-43.6% | $172,739-79.4% | $67,579-47.5% |
| Participation rate | 84.9% | 64.5%+20.5pp | 82.6%+2.3pp | 71.3%+13.7pp |
| Annual return | 21.22% | 30.36%-9.1pp | 802.84%-781.6pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,693 | $1,636+3.4% | $5,143-67.1% | $2,148-21.2% |
| Participant deferral / active EE | $1,959 | $2,145-8.7% | $5,198-62.3% | $3,539-44.7% |
| Admin fee / account holder | $121 | $167-27.2% | $13,954-99.1% | $142-14.8% |