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 8-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 |
|---|---|---|
NORTHWEST BANK6+ years Service code 21 · EIN 23-2790930 800 STATE ST 5TH FLOOR · ERIE, PA 16501 | Bank Trustee | $33,228 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 15 · EIN 85-0833363 3 HOLLAND ST · ERIE, PA 16507 | Recordkeeping | $28,335 |
SCHAFFNER, KNIGHT, MINNAUGH & CO6+ years Filed as: SCHAFFNER, KNIGHT, MINNAUGH & CO PC Service code 10 · EIN 25-1690617 1545 WEST 38TH ST · ERIE, PA 16508 | Accounting | $7,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $262,029 | $58,320+349.3% | $86,436+203.1% | $66,914+291.6% |
| Participation rate | 87.9% | 78.6%+9.3pp | 80.3%+7.6pp | 69.8%+18.1pp |
| Annual return | -16.24% | -9.71%-6.5pp | 4394.89%-4411.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $6,714 | $2,615+156.7% | $3,769+78.2% | $2,544+163.9% |
| Participant deferral / active EE | $9,895 | $6,899+43.4% | $6,952+42.3% | $4,237+133.5% |
| Admin fee / account holder | $649 | $546+19.0% | $6,731-90.4% | $593+9.4% |