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 4-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 5775 PERIMETER DR STE 200 · DUBLIN, OH 43017 | Accounting | $18,250 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 13 · EIN 25-1211909 2 PNC PLAZA 7TH FL · PITTSBURGH, PA 15222 | Contract Administrator | $6,864 |
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 445 HUTCHINSON AVE STE 900 · COLUMBUS, OH 43235 | Actuarial | $31 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 6.13% | 4.80%+1.3pp | 7.98%-1.8pp | 4.56%+1.6pp |
| Employer contribution / active EE | $5,841 | $12,906-54.7% | $23,724-75.4% | $15,526-62.4% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |