See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING2 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $31,500 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $21,856 |
DICLAUDIO & KRAMER, LLC4+ years Service code 10 · EIN 27-0889793 | Accounting | $12,000 |
MEYER, UNKOVIC & SCOTT4+ years Service code 29 · EIN 25-1344985 | Legal | $4,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,437 | $49,973-63.1% | $83,848-78.0% | $73,367-74.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | -1.39% | 0.83%-2.2pp | 850.88%-852.3pp | 173.45%-174.8pp |
| Employer contribution / active EE | $2,715 | $3,293-17.5% | $3,631-25.2% | $2,499+8.7% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $66 | $95-30.4% | $5,478-98.8% | $68-3.0% |