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: THE PNC FINANCIAL SERVICES GROUP Service code 21 300 FIFTH AVENUE · PITTSBURGH, PA 152222401 | Bank Trustee | $520,536 |
Filed as: TRANSITION FINANCE SERVICES Service code 15 · EIN 13-4238973 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $179,676 |
EVERGREEN ADVISORS, LLC6 years Service code 34 · EIN 45-5523881 9256 BENDIX RD, SUITE 300 · COLUMBIA, MD 21045 | Valuation (appraisals, etc.) | $140,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,098 | $151,876+79.8% | $113,168+141.3% | $117,739+132.0% |
| Participation rate | 97.2% | 92.5%+4.7pp | 76.6%+20.7pp | 76.6%+20.6pp |
| Annual return | 26.50% | 15.75%+10.7pp | 24.27%+2.2pp | 17.29%+9.2pp |
| Employer contribution / active EE | $9,664 | $4,598+110.2% | $2,975+224.8% | $3,746+158.0% |
| Participant deferral / active EE | $0 | $7,767-100.0% | $5,107-100.0% | $6,128-100.0% |
| Admin fee / account holder | $80 | $70+13.8% | $12,068-99.3% | $112-28.9% |