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 |
|---|---|---|
PNC BANK, N.A.4 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $19,826 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 1400 ABBOTT RD STE 100 · EAST LANSING, MI 48823 | Advisory (Plan) | $12,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,279 | $82,978+111.2% | $129,995+34.8% | $71,457+145.3% |
| Participation rate | 84.4% | 74.1%+10.4pp | 78.5%+6.0pp | 67.9%+16.5pp |
| Annual return | 24.75% | 20.60%+4.1pp | -137.18%+161.9pp | 28.85%-4.1pp |
| Employer contribution / active EE | $13,542 | $2,622+416.5% | $4,320+213.5% | $2,588+423.3% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $285 | $1,729-83.5% | $10,614-97.3% | $1,587-82.0% |