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 15 · EIN 01-0233346 | Recordkeeping | $70,780 |
Filed as: GATEWAY PENSION SERVICES, LTD Service code 13 · EIN 35-1385507 | Contract Administrator | $43,291 |
PNC BANK, N.A.2 years Filed as: THE PNC FINANCIAL SERVICES GROUP, I Service code 27 · EIN 22-1146430 | Advisory (Plan) | $31,271 |
ROMOLO & ASSOCIATES5 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $15,475 |
CAVANAGH & O'HARA8+ years Filed as: CAVANAGH & OHARA, LLP Service code 29 · EIN 37-1259635 | Legal | $9,807 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,648 | $92,971-57.4% | $96,683-59.0% | $74,419-46.7% |
| Participation rate | 98.7% | 71.5%+27.1pp | 74.3%+24.3pp | 70.7%+27.9pp |
| Annual return | 11.92% | 37.49%-25.6pp | 35.69%-23.8pp | 34.38%-22.5pp |
| Employer contribution / active EE | $4,674 | $3,426+36.5% | $3,737+25.1% | $2,637+77.2% |
| Participant deferral / active EE | $330 | $3,970-91.7% | $4,878-93.2% | $4,528-92.7% |
| Admin fee / account holder | $210 | $633-66.8% | $6,730-96.9% | $348-39.5% |