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 |
|---|---|---|
SAFEGUARD SECURITIES, INC.1+ years Service code 27 · EIN 23-2697799 | Advisory (Plan) | $40,198 |
FLEXIBLE BENEFITS SYSTEMS, INC.1+ years Service code 15 · EIN 34-1722481 | Recordkeeping | $24,158 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,403 | $57,096-39.7% | $94,224-63.5% | $55,191-37.7% |
| Participation rate | 90.5% | 75.7%+14.8pp | 78.8%+11.7pp | 69.2%+21.3pp |
| Annual return | -0.94% | 159.65%-160.6pp | 10.68%-11.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $239 | $1,708-86.0% | $3,587-93.3% | $1,899-87.4% |
| Participant deferral / active EE | $2,267 | $3,165-28.4% | $4,320-47.5% | $3,046-25.6% |
| Admin fee / account holder | $69 | $89-23.0% | $6,269-98.9% | $91-24.3% |