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 |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $146,606 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $68,467 |
CENTRAL DATA SERVICES3+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $24,000 |
DICLAUDIO & KRAMER, LLC3+ years Service code 10 · EIN 27-0889793 | Accounting | $15,023 |
TUCKER ARENSBERG3+ years Service code 29 · EIN 25-1425735 | Legal | $9,516 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,188 | $221,442-90.0% | $92,233-75.9% | $77,958-71.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 11.89% | 15.65%-3.8pp | 176.28%-164.4pp | 20.87%-9.0pp |
| Employer contribution / active EE | $3,135 | $3,226-2.8% | $3,679-14.8% | $2,310+35.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $113 | $210-45.9% | $5,194-97.8% | $97+16.5% |