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 3-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $58,753 |
PNC BANK, N.A.3+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 99 · EIN 22-1146430 | Other Fees | $29,270 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,171 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,489 | $62,624+70.0% | $177,989-40.2% | $77,643+37.2% |
| Participation rate | 75.5% | 66.8%+8.6pp | 77.1%-1.6pp | 70.6%+4.9pp |
| Annual return | 12.01% | 16.16%-4.1pp | 294.48%-282.5pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,561 | $1,909+34.1% | $3,949-35.1% | $2,726-6.1% |
| Participant deferral / active EE | $5,458 | $4,219+29.3% | $6,276-13.0% | $4,647+17.4% |
| Admin fee / account holder | $186 | $386-51.8% | $10,363-98.2% | $430-56.8% |