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 |
|---|---|---|
GEM GROUP1+ years Service code 13 · EIN 25-1845908 401 LIBERTY AVE, 3 GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $38,688 |
MEYER, UNKOVIC & SCOTT1+ years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $33,179 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT ST, 9TH FLOOR · BALTIMORE, MD 21202 | Consulting | $23,500 |
PACKER THOMAS1+ years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $14,380 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,307 | $68,413+5.7% | $123,104-41.3% | $55,191+31.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 0.62% | 6.30%-5.7pp | 13.22%-12.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $4,077 | $3,050+33.7% | $5,151-20.9% | $1,899+114.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $14 | $88-83.7% | $9,015-99.8% | $91-84.3% |