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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $33,791 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $24,500 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $13,960 |
BELFINT, LYONS & SHUMAN, P.A.4+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $7,750 |
JENNINGS SIGMOND P.C.4+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $7,606 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,287 | $51,620-76.2% | $90,281-86.4% | $65,185-81.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 5.25% | 24.94%-19.7pp | 78.10%-72.8pp | 29.38%-24.1pp |
| Employer contribution / active EE | $7,003 | $2,235+213.4% | $2,854+145.4% | $2,177+221.8% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $131 | $384-65.9% | $5,351-97.5% | $847-84.5% |