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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889436 | Investment Management | $151,268 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $105,708 |
THE SEGAL COMPANY3 years Service code 10 261 OLD YORK ROAD · JENKINTOWN, PA 19046 | Accounting | $26,250 |
PNC BANK, N.A.10+ years Service code 19 · EIN 22-1146430 | Securities Custodian | $21,007 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $17,500 |
Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 · EIN 23-2657967 | Legal | $13,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,536 | $132,049-65.5% | $200,582-77.3% | $74,304-38.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 9.36% | 22.22%-12.9pp | 42.33%-33.0pp | 29.43%-20.1pp |
| Employer contribution / active EE | $3,513 | $4,558-22.9% | $6,419-45.3% | $2,241+56.7% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $488 | $2,405-79.7% | $16,305-97.0% | $2,969-83.6% |