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 Service code 15 · EIN 22-1146430 | Recordkeeping | $280,117 |
CENTRAL DATA SERVICES5+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $185,868 |
ANDCO CONSULTING2 years Service code 50 · EIN 59-3676225 | Direct Payment | $40,000 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200 W · BETHESDA, MD 20814 | Accounting | $30,808 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $18,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,130 | $66,051+81.9% | $92,893+29.3% | $77,787+54.4% |
| Participation rate | 95.7% | 81.0%+14.7pp | 76.0%+19.7pp | 73.2%+22.5pp |
| Annual return | 19.64% | 20.69%-1.0pp | 109.41%-89.8pp | 32.57%-12.9pp |
| Employer contribution / active EE | $8,257 | $3,426+141.0% | $3,653+126.1% | $2,504+229.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $190 | $148+28.6% | $5,794-96.7% | $100+90.0% |