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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 27 901 SOUTH BOND ST SUITE 400 · BALTIMORE, MD 21231 | Advisory (Plan) | $26,409 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 642 NEWTOWN YARDLEY ROAD SUITE 205 · WASHINGTON, PA 16940 | Advisory (Plan) | $20,000 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 31-1219231 205 WEST FOURTH STREET · CINCINNATI, OH 45202 | Contract Administrator | $18,973 |
CRS INC1+ years Filed as: CRS, INC Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $17,625 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $14,217 |
TRUST FUND ADVISORS1+ years Service code 27 1625 I STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $10,638 |
ASCENSUS LLC1+ years Filed as: LEDBETTER & PARISI Service code 29 9240 MARKETPLACE DRIVE · MIAMISBURG, OH 45342 | Legal | $9,649 |
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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 3.45% | 3.12%+0.3pp | 4.16%-0.7pp | 4.56%-1.1pp |
| Employer contribution / active EE | $12,758 | $10,957+16.4% | $29,966-57.4% | $15,526-17.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |