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 | $72,861 |
PNC BANK, N.A.4 years Filed as: THE PNC FINANCIAL SERVICES GROUP, I Service code 27 · EIN 22-1146430 | Advisory (Plan) | $62,687 |
Filed as: PENSION PLANNING USA Service code 13 · EIN 85-0402842 | Contract Administrator | $42,643 |
ROMOLO & ASSOCIATES7 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $17,775 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & OHARA, LLP Service code 29 · EIN 37-1259635 | Legal | $10,130 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,293 | $95,880-48.6% | $107,525-54.2% | $85,563-42.4% |
| Participation rate | 97.5% | 70.1%+27.4pp | 75.1%+22.5pp | 66.0%+31.6pp |
| Annual return | 14.18% | 68.06%-53.9pp | 181.32%-167.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $4,257 | $3,812+11.7% | $3,754+13.4% | $2,654+60.4% |
| Participant deferral / active EE | $417 | $4,201-90.1% | $5,116-91.9% | $4,375-90.5% |
| Admin fee / account holder | $225 | $1,025-78.1% | $8,919-97.5% | $834-73.0% |