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 | $23,692 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 17 · EIN 22-1146430 | Pension Consulting | $18,438 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,101 | $61,272+17.7% | $149,673-51.8% | $71,457+0.9% |
| Participation rate | 99.0% | 62.5%+36.5pp | 78.8%+20.3pp | 67.9%+31.1pp |
| Annual return | 16.27% | 35.85%-19.6pp | 134.42%-118.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,845 | $2,378-22.4% | $4,818-61.7% | $2,588-28.7% |
| Participant deferral / active EE | $3,873 | $2,917+32.8% | $5,680-31.8% | $4,289-9.7% |
| Admin fee / account holder | $335 | $1,261-73.4% | $13,210-97.5% | $1,587-78.9% |