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 |
|---|---|---|
CDS ADMINISTRATORS1 year Service code 13 5 HOT METAL ST, STE 200 · PITTSBURGH, PA 152032352 | Contract Administrator | $42,551 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT ST, 9TH FLOOR · BALTIMORE, MD 21202 | Consulting | $28,925 |
MEYER, UNKOVIC & SCOTT8+ years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $25,072 |
PACKER THOMAS8+ years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $18,883 |
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 | $49,435 | $95,918-48.5% | $151,611-67.4% | $77,904-36.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -18.80% | -5.50%-13.3pp | 3.33%-22.1pp | 12.21%-31.0pp |
| Employer contribution / active EE | $6,032 | $4,330+39.3% | $6,166-2.2% | $2,848+111.8% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $84 | $93-9.9% | $11,616-99.3% | $133-36.6% |