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.1+ years Filed as: PNC BANK, NA Service code 15 · EIN 25-1211909 | Recordkeeping | $112,581 |
FRANK M. VACCARO & ASSOCIATES1+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $79,342 |
DICLAUDIO & KRAMER, LLC1+ years Service code 10 · EIN 27-0889793 | Accounting | $28,411 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $21,699 |
MEYER, UNKOVIC & SCOTT1+ years Service code 29 · EIN 25-1344985 | Legal | $10,785 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,601 | $50,498-1.8% | $75,781-34.5% | $55,191-10.1% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -2.76% | 1.80%-4.6pp | 9.68%-12.4pp | 10.78%-13.5pp |
| Employer contribution / active EE | $7,173 | $2,291+213.1% | $3,323+115.8% | $1,899+277.8% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $238 | $123+93.4% | $5,299-95.5% | $91+162.2% |