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 |
|---|---|---|
Filed as: HENDERSON BROTHERS RET PLAN SERV Service code 28 · EIN 20-4683855 920 FORT DUQUESNE BLVD · PITTSBURGH, PA 152223602 | Investment Management | $54,365 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,366 | $69,763+56.8% | $67,502+62.0% | $74,495+46.8% |
| Participation rate | 97.3% | 71.4%+25.9pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 11.51% | -40.34%+51.9pp | 3512.12%-3500.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $4,383 | $2,704+62.1% | $2,731+60.5% | $2,623+67.1% |
| Participant deferral / active EE | $4,103 | $3,636+12.8% | $4,000+2.6% | $4,346-5.6% |
| Admin fee / account holder | $135 | $896-85.0% | $3,998-96.6% | $1,942-93.1% |