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: F.N.B. WEALTH MANAGEMENT Service code 26 711 STATE STREET · ERIE, PA 16501 | Advisory (Participants) | $29,075 |
NWPS3 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $27,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,918 | $55,415+15.3% | $155,509-58.9% | $74,495-14.2% |
| Participation rate | 84.4% | 61.9%+22.5pp | 78.2%+6.2pp | 67.2%+17.2pp |
| Annual return | 11.49% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,617 | $2,267+15.5% | $4,672-44.0% | $2,623-0.2% |
| Participant deferral / active EE | $1,723 | $2,836-39.3% | $5,626-69.4% | $4,346-60.4% |
| Admin fee / account holder | $322 | $1,738-81.5% | $15,912-98.0% | $1,942-83.4% |