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 |
|---|---|---|
Service code 99 100 PEACH ST STE 300 · ERIE, PA 16507 | Other Fees | $11,450 |
DUNBAR, BENDER & ZAPF, INC.3 years Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $5,524 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,672 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,652 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-5674085 1215 4TH AVE · SEATTLE, WA 98161 | Other Commissions | $366 |
HOUSTON HARBAUGH1 year Service code 29 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Legal | $122 |
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 | $96,294 | $52,953+81.8% | $172,739-44.3% | $65,185+47.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.44% | 30.12%-11.7pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $2,304 | $2,190+5.2% | $5,143-55.2% | $2,177+5.9% |
| Participant deferral / active EE | $5,168 | $2,471+109.2% | $5,198-0.6% | $3,514+47.1% |
| Admin fee / account holder | $291 | $472-38.3% | $13,954-97.9% | $847-65.6% |