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 |
|---|---|---|
Filed as: SCHAFFNER KNIGHT MINNAUGH & CO. Service code 10 1545 WEST 38TH ST. · ERIE, PA 16508 | Accounting | $11,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$3,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,871 | $87,870-15.9% | $113,168-34.7% | $74,304-0.6% |
| Participation rate | 94.1% | 70.7%+23.4pp | 76.6%+17.6pp | 60.3%+33.8pp |
| Annual return | 16.74% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,508 | $2,277+10.1% | $2,975-15.7% | $2,241+11.9% |
| Participant deferral / active EE | $4,297 | $4,241+1.3% | $5,107-15.9% | $3,767+14.1% |
| Admin fee / account holder | $103 | $3,368-96.9% | $12,068-99.1% | $2,969-96.5% |