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 LLC6+ years Service code 28 100 WEST SQUARE DRIVE · PITTSBURGH, PA 15219 | Investment Management | $26,667 |
CATANESE GROUP3 years Service code 10 307 STATE STREET · JOHNSTOWN, PA 15905 | Accounting | $12,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORTGROUP INC. Service code 52 | Indirect Investment Fees | $0 |
PNC BANK, N.A.6+ 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 | $130,605 | $99,957+30.7% | $149,696-12.8% | $73,488+77.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 36.59% | 53.87%-17.3pp | 276.60%-240.0pp | 28.51%+8.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $12,021 | $6,073+98.0% | $6,842+75.7% | $3,740+221.5% |
| Admin fee / account holder | $97 | $551-82.5% | $9,309-99.0% | $513-81.2% |