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 BANK4 years Service code 26 · EIN 23-2790930 100 LIBERTY STREET · WARREN, PA 16365 | Advisory (Participants) | $11,818 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUPRETIREMENTPLANSERVICES Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $9,313 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VANTAGEN, LLC Service code 13 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Contract Administrator | $6,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,448 | $51,197-28.8% | $82,719-55.9% | $66,914-45.5% |
| Participation rate | 66.4% | 67.8%-1.4pp | 72.6%-6.2pp | 69.8%-3.4pp |
| Annual return | -15.31% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,353 | $2,611-48.2% | $3,009-55.0% | $2,544-46.8% |
| Participant deferral / active EE | $1,662 | $3,458-51.9% | $4,395-62.2% | $4,237-60.8% |
| Admin fee / account holder | $297 | $416-28.6% | $5,329-94.4% | $593-50.0% |