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.1 year Filed as: PNC BANK N.A. Service code 25 · EIN 22-1146430 | Directed Trustee | $16,284 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $2,240 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,297 | $71,666+35.8% | $117,854-17.4% | $69,631+39.7% |
| Participation rate | 86.5% | 77.5%+9.0pp | 79.7%+6.8pp | 70.7%+15.8pp |
| Annual return | 19.79% | 18.86%+0.9pp | 335.08%-315.3pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $2,059 | $1,889+9.0% | $3,786-45.6% | $2,032+1.3% |
| Participant deferral / active EE | $5,678 | $3,340+70.0% | $4,482+26.7% | $3,224+76.1% |
| Admin fee / account holder | $37 | $120-69.1% | $8,020-99.5% | $110-66.4% |