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 ADMINISTRATORS2 years Service code 13 5 HOT METAL ST, STE 200 · PITTSBURGH, PA 152032352 | Contract Administrator | $38,808 |
BOLTON PARTNERS, INC.9+ years Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT ST, 9TH FLOOR · BALTIMORE, MD 21202 | Consulting | $28,750 |
MEYER, UNKOVIC & SCOTT9+ years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $28,451 |
PACKER THOMAS9+ years Service code 10 · EIN 34-1667340 325 EAST WASHINGTON STREET · NEW CASTLE, PA 16101 | Accounting | $20,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,823 | $112,686-44.2% | $169,993-63.0% | $80,160-21.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 18.97% | 67.04%-48.1pp | 53.37%-34.4pp | 40.38%-21.4pp |
| Employer contribution / active EE | $3,134 | $4,481-30.1% | $6,785-53.8% | $2,978+5.2% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $109 | $99+9.6% | $12,815-99.2% | $145-25.1% |