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 |
|---|---|---|
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 152640382 | Accounting | $22,188 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,579 | $121,341+213.6% | $189,513+100.8% | $79,386+379.4% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.8%+9.3pp | 70.7%+26.4pp |
| Annual return | 20.32% | 21.08%-0.8pp | 555.15%-534.8pp | 116.85%-96.5pp |
| Employer contribution / active EE | $15,078 | $3,915+285.2% | $6,162+144.7% | $2,427+521.2% |
| Participant deferral / active EE | $17,592 | $6,395+175.1% | $8,221+114.0% | $4,046+334.8% |
| Admin fee / account holder | $108 | $651-83.4% | $12,045-99.1% | $626-82.7% |