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 |
|---|---|---|
SEI INVESTMENTS2+ years Service code 27 · EIN 23-1707341 100 CIDER MILL ROAD · OAKS, PA 19456 | Advisory (Plan) | $139,786 |
THE SAVITZ ORGANIZATION2+ years Service code 10 · EIN 23-1700844 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Accounting | $55,604 |
PNC BANK, N.A.2+ years Service code 19 · EIN 25-1197336 FIFTH AVENUE WOOD STREET · PITTSBURGH, PA 15265 | Securities Custodian | $36,154 |
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 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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 13.22% | 10.93%+2.3pp | 10.16%+3.1pp | 13.95%-0.7pp |
| Employer contribution / active EE | $7,317 | $10,209-28.3% | $33,192-78.0% | $16,598-55.9% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |