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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,296 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 27 · EIN 22-1146430 | Advisory (Plan) | $6,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,511 | $65,061-8.5% | $143,757-58.6% | $66,914-11.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.80% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,582 | $2,361-33.0% | $4,951-68.0% | $2,544-37.8% |
| Participant deferral / active EE | $3,606 | $2,919+23.5% | $5,637-36.0% | $4,237-14.9% |
| Admin fee / account holder | $235 | $502-53.2% | $14,673-98.4% | $593-60.4% |