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 |
|---|---|---|
NWPS1 year Service code 15 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $18,695 |
Filed as: F.N.B. WEALTH MANAGEMENT Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $16,666 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,118 | $65,061-21.4% | $143,757-64.4% | $66,914-23.6% |
| Participation rate | 94.9% | 65.2%+29.7pp | 80.3%+14.6pp | 69.8%+25.1pp |
| Annual return | -12.97% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,613 | $2,361+10.7% | $4,951-47.2% | $2,544+2.7% |
| Participant deferral / active EE | $1,634 | $2,919-44.0% | $5,637-71.0% | $4,237-61.4% |
| Admin fee / account holder | $185 | $502-63.1% | $14,673-98.7% | $593-68.8% |