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 |
|---|---|---|
TUCKER ARENSBERG1 year Filed as: TUCKER ARENSBERG ATTORNEYS Service code 29 1500 ONE PPG PLACE · PITTSBURGH, PA 15222 | Legal | $17,694 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,453 |
Filed as: SCHAFFNER, KNIGHT, MINNAUGH & CO. Service code 10 · EIN 25-1690617 | Accounting | $11,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$10,136 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,695 | $87,870+125.0% | $113,168+74.7% | $74,304+166.1% |
| Participation rate | 92.4% | 70.7%+21.7pp | 76.6%+15.9pp | 60.3%+32.1pp |
| Annual return | 16.43% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $3,319 | $2,277+45.8% | $2,975+11.5% | $2,241+48.1% |
| Participant deferral / active EE | $7,110 | $4,241+67.7% | $5,107+39.2% | $3,767+88.7% |
| Admin fee / account holder | $234 | $3,368-93.1% | $12,068-98.1% | $2,969-92.1% |