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 BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $1,227,148 |
FRANK M. VACCARO & ASSOCIATES2+ years Filed as: F.M. VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $118,150 |
TUCKER ARENSBERG1 year Service code 29 · EIN 25-1425735 | Legal | $20,243 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 16 · EIN 36-3555078 | Consulting | $18,894 |
Filed as: MCELHANEY & ASSOCIATES Service code 10 · EIN 38-3806684 | Accounting | $15,582 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,750-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 8.97% | 611.38%-602.4pp | 22.78%-13.8pp | 48.65%-39.7pp |
| Employer contribution / active EE | $4,134 | $2,943+40.5% | $3,574+15.7% | $2,182+89.5% |
| Participant deferral / active EE | $351 | $2,593-86.5% | $3,712-90.5% | $3,356-89.5% |
| Admin fee / account holder | $0 | $136-100.0% | $5,332-100.0% | $70-100.0% |