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: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $65,064 |
PATH ADMINISTRATORS3 years Service code 13 1000 CLIFFMINE RD, STE 101 · PITTSBURGH, PA 15275 | Contract Administrator | $40,921 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT ST, 9TH FLOOR · BALTIMORE, MD 21202 | Consulting | $37,500 |
MEYER, UNKOVIC & SCOTT7+ years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $20,559 |
PACKER THOMAS7+ years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $13,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,980 | $118,337-51.0% | $189,513-69.4% | $93,030-37.7% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 18.12% | 21.77%-3.7pp | 555.15%-537.0pp | 158.70%-140.6pp |
| Employer contribution / active EE | $11,667 | $4,204+177.5% | $6,162+89.4% | $2,706+331.2% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $73 | $100-26.5% | $12,045-99.4% | $152-51.7% |