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 |
|---|---|---|
NORTHWEST BANK3 years Service code 27 · EIN 23-2790930 100 LIBERTY STREET · WARREN, PA 16365 | Advisory (Plan) | $11,288 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUPRETIREMENTPLANSERVICES Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,271 | $63,745-24.3% | $98,442-51.0% | $79,386-39.2% |
| Participation rate | 64.4% | 69.9%-5.5pp | 73.3%-9.0pp | 70.7%-6.3pp |
| Annual return | 14.27% | 625.80%-611.5pp | 1492.73%-1478.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,378 | $2,557-46.1% | $2,960-53.4% | $2,427-43.2% |
| Participant deferral / active EE | $1,681 | $3,303-49.1% | $4,276-60.7% | $4,046-58.4% |
| Admin fee / account holder | $290 | $516-43.8% | $5,949-95.1% | $626-53.8% |