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 9-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 |
|---|---|---|
MANNING & NAPIER10+ years Filed as: MANNING AND NAPIER, INC. Service code 28 · EIN 16-0995736 | Investment Management | $173,987 |
NEWTOWER TRUST COMPANY3 years Service code 28 · EIN 30-0872552 | Investment Management | $53,064 |
FEDERATED9 years Filed as: FEDERATED EQUITY Service code 28 · EIN 51-0366757 | Investment Management | $44,514 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 28 531 W. MORSE BLVD., STE 200 · WINTER PARK, FL 32789 | Investment Management | $35,800 |
USI CONSULTING GROUP3 years Service code 29 6 PPG PLACE · PITTSBURGH, PA 15222 | Legal | $30,990 |
PNC BANK, N.A.10+ years Filed as: PNC BANK ASSOCIATION Service code 19 · EIN 25-1197336 | Securities Custodian | $21,956 |
DICLAUDIO & KRAMER, LLC2 years Service code 10 · EIN 27-0889793 | Accounting | $16,138 |
MEYER, UNKOVIC & SCOTT10+ years Service code 29 · EIN 25-1344985 | Legal | $8,785 |
Filed as: LOGAN, METTLEY & NEWCOMER Service code 27 · EIN 33-1365351 | Advisory (Plan) | $1,916 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 6.53% | 12.82%-6.3pp | 9.65%-3.1pp | 9.14%-2.6pp |
| Employer contribution / active EE | $12,904 | $13,831-6.7% | $26,259-50.9% | $19,963-35.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |