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 |
|---|---|---|
HBK CPAS & CONSULTANTS1 year Filed as: HBK CPAS CONSULTANTS Service code 10 · EIN 03-4189722 100 PINEWOOD LANE · WARRENDALE, PA 15086 | Accounting | $0 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 300 FIFTH AVE · PITTSBURGH, PA 15222 | Bank Trustee | $0 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 FIVE CONCOURSE PARKWAY · ATLANTA, GA 30328 | Actuarial | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | 10.04% | 66.62%-56.6pp | 52.39%-42.3pp | 13.91%-3.9pp |
| Employer contribution / active EE | $38,670 | $26,943+43.5% | $23,486+64.7% | $35,282+9.6% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |