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 |
|---|---|---|
D.B. ROOT & COMPANY, LLC5 years Filed as: DB ROOT & COMPANY LLC Service code 27 436 7TH AVE STE 3100 · PITTSBURGH, PA 15219 | Advisory (Plan) | $16,716 |
DUNBAR, BENDER & ZAPF, INC.5 years Service code 13 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $10,336 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-3200244 | Recordkeeping Fees | $6,123 |
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 | $94,004 | $60,261+56.0% | $81,783+14.9% | $74,546+26.1% |
| Participation rate | 71.4% | 62.9%+8.6pp | 72.4%-0.9pp | 67.2%+4.2pp |
| Annual return | 9.77% | 16.88%-7.1pp | 775.05%-765.3pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $1,418 | $2,622-45.9% | $2,913-51.3% | $2,624-46.0% |
| Participant deferral / active EE | $2,638 | $3,388-22.1% | $4,320-38.9% | $4,347-39.3% |
| Admin fee / account holder | $235 | $1,482-84.2% | $7,380-96.8% | $1,944-87.9% |