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 SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $37,044 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $32,047 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $9,703 |
BELFINT, LYONS & SHUMAN, P.A.9+ 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 | $17,454 | $60,323-71.1% | $81,812-78.7% | $74,495-76.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 25.57% | 16.90%+8.7pp | 773.79%-748.2pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $10,348 | $2,620+294.9% | $2,912+255.3% | $2,623+294.5% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $143 | $1,486-90.4% | $7,386-98.1% | $1,942-92.6% |