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 SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $35,888 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $34,560 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $10,234 |
BELFINT, LYONS & SHUMAN, P.A.7+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $7,750 |
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 | $17,117 | $51,197-66.6% | $82,719-79.3% | $66,914-74.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | 3.72% | -9.64%+13.4pp | 701.18%-697.5pp | 1.58%+2.1pp |
| Employer contribution / active EE | $9,232 | $2,611+253.6% | $3,009+206.8% | $2,544+262.9% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $153 | $416-63.2% | $5,329-97.1% | $593-74.2% |