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 6-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 |
|---|---|---|
Service code 10 PO BOX 643656 · PITTSBURGH, PA 15264 | Accounting | $21,100 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 101 BRADFORD RD. · WESFORD, PA 15090 | Contract Administrator | $6,400 |
Filed as: ANCHOR 316 FIDUCIARY SOLUTIONS LLC Service code 99 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Other Fees | $4,848 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $4,427 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $30,334 | $202,318-85.0% | $172,739-82.4% | $152,861-80.2% |
| Participation rate | 90.5% | 87.1%+3.4pp | 82.6%+7.8pp | 82.4%+8.0pp |
| Annual return | 16.60% | 1029.65%-1013.1pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,253 | $5,856-44.4% | $5,143-36.7% | $4,762-31.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $132 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |