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 | $66,141 |
Filed as: PENSION PLANNING USA Service code 13 · EIN 85-0402842 | Contract Administrator | $39,823 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $17,775 |
PNC BANK, N.A.3 years Filed as: THE PNC FINANCIAL SERVICES GROUP, I Service code 27 · EIN 22-1146430 | Advisory (Plan) | $17,476 |
CAVANAGH & O'HARA9+ years Filed as: CAVANAGH & OHARA, LLP Service code 29 · EIN 37-1259635 | Legal | $6,649 |
Participant contribution per participant 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 | $42,743 | $82,917-48.5% | $103,333-58.6% | $77,643-44.9% |
| Participation rate | 98.6% | 71.6%+27.1pp | 74.5%+24.1pp | 70.6%+28.0pp |
| Annual return | 15.16% | 19.13%-4.0pp | 24.88%-9.7pp | 31.24%-16.1pp |
| Employer contribution / active EE | $4,214 | $3,552+18.7% | $3,868+9.0% | $2,726+54.6% |
| Participant deferral / active EE | $377 | $4,108-90.8% | $5,057-92.5% | $4,647-91.9% |
| Admin fee / account holder | $163 | $638-74.4% | $8,355-98.0% | $430-62.1% |