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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,857 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 16 P O BOX 91249 · CLEVELAND, OH 44101 | Consulting | $11,375 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,650 | $104,919+9.3% | $116,228-1.4% | $85,563+34.0% |
| Participation rate | 93.7% | 78.6%+15.1pp | 74.6%+19.1pp | 66.0%+27.7pp |
| Annual return | 14.86% | 15.38%-0.5pp | 90.06%-75.2pp | 31.51%-16.7pp |
| Employer contribution / active EE | $3,187 | $3,485-8.6% | $2,994+6.4% | $2,654+20.1% |
| Participant deferral / active EE | $3,729 | $5,306-29.7% | $4,953-24.7% | $4,375-14.8% |
| Admin fee / account holder | $155 | $429-63.9% | $11,989-98.7% | $834-81.4% |