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 |
|---|---|---|
FIRST FINANCIAL BANK6 years Service code 21 · EIN 31-0308605 300 N. MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $16,360 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Recordkeeping | $13,256 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $2,564 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,084 | $49,451-39.2% | $79,550-62.2% | $66,914-55.0% |
| Participation rate | 75.7% | 61.3%+14.3pp | 69.5%+6.2pp | 69.8%+5.9pp |
| Annual return | -15.01% | 84.25%-99.3pp | 0.16%-15.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,120 | $1,266-11.5% | $2,413-53.6% | $2,544-56.0% |
| Participant deferral / active EE | $2,818 | $3,159-10.8% | $3,985-29.3% | $4,237-33.5% |
| Admin fee / account holder | $210 | $595-64.6% | $6,832-96.9% | $593-64.5% |