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.2+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $138,988 |
CENTRAL DATA SERVICES1 year Service code 13 · EIN 25-1352803 | Contract Administrator | $47,400 |
JUBELIRER PASS & INTRIERI P.C.2+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $22,421 |
Service code 27 · EIN 25-1590035 | Advisory (Plan) | $17,000 |
DICLAUDIO & KRAMER, LLC1 year Service code 10 · EIN 27-0889793 | Accounting | $14,000 |
THE SEGAL COMPANY2+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $8,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,369 | $57,921+7.7% | $84,750-26.4% | $57,658+8.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.95% | 10.24%-2.3pp | 22.78%-14.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $3,102 | $2,598+19.4% | $3,574-13.2% | $1,974+57.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $241 | $130+86.0% | $5,332-95.5% | $95+155.2% |