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 |
|---|---|---|
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $40,800 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NA Service code 21 · EIN 22-1146430 | Bank Trustee | $39,565 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC., P.C. Service code 10 · EIN 23-2226550 | Accounting | $10,333 |
MERANZE KATZ AND GAUDIOSO PC1+ years Filed as: MERANZE & KATZ Service code 29 · EIN 23-1496747 | Legal | $10,058 |
JACOBY DONNER, P.C.1+ years Service code 29 · EIN 23-2220388 | Legal | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,904 | $57,921+31.0% | $84,750-10.4% | $57,658+31.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.30% | 10.24%-10.5pp | 22.78%-23.1pp | 5.13%-5.4pp |
| Employer contribution / active EE | $4,507 | $2,598+73.4% | $3,574+26.1% | $1,974+128.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $155 | $130+19.6% | $5,332-97.1% | $95+64.0% |