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 | $56,333 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 · EIN 22-1146430 | Advisory (Plan) | $36,935 |
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 | $179,757 | $62,127+189.3% | $81,382+120.9% | $74,495+141.3% |
| Participation rate | 95.7% | 64.0%+31.7pp | 69.5%+26.2pp | 67.2%+28.5pp |
| Annual return | 15.11% | 16.48%-1.4pp | 24.73%-9.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $8,686 | $1,882+361.4% | $2,463+252.7% | $2,623+231.1% |
| Participant deferral / active EE | $6,048 | $3,229+87.3% | $3,883+55.8% | $4,346+39.2% |
| Admin fee / account holder | $397 | $1,934-79.5% | $5,768-93.1% | $1,942-79.6% |