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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $26,086 |
Filed as: F.N.B. WEALTH MANAGEMENT Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $24,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,826 | $61,272-5.6% | $149,673-61.4% | $71,457-19.1% |
| Participation rate | 80.1% | 62.5%+17.6pp | 78.8%+1.3pp | 67.9%+12.2pp |
| Annual return | 13.65% | 35.85%-22.2pp | 134.42%-120.8pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,433 | $2,378+2.3% | $4,818-49.5% | $2,588-6.0% |
| Participant deferral / active EE | $1,707 | $2,917-41.5% | $5,680-70.0% | $4,289-60.2% |
| Admin fee / account holder | $288 | $1,261-77.2% | $13,210-97.8% | $1,587-81.8% |