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 |
|---|---|---|
FIDUCIA GROUP LLC5+ years Service code 28 100 WEST SQUARE DRIVE · PITTSBURGH, PA 15219 | Investment Management | $26,666 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $16,097 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORTGROUP INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $15,835 |
CATANESE GROUP2 years Service code 10 307 STATE STREET · JOHNSTOWN, PA 15905 | Accounting | $12,000 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,882 | $88,122+4.3% | $141,162-34.9% | $67,579+36.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 24.17% | 75.40%-51.2pp | 71.39%-47.2pp | 378.56%-354.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,724 | $5,958+63.2% | $6,709+44.9% | $3,539+174.7% |
| Admin fee / account holder | $163 | $131+24.3% | $10,261-98.4% | $142+14.3% |