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 9-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 |
|---|---|---|
Filed as: THE PITTI GROUP WEALTH MGT Service code 99 · EIN 81-2543575 | Other Fees | $20,415 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,075 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,212 | $78,485-60.2% | $106,213-70.6% | $74,495-58.1% |
| Participation rate | 85.3% | 72.8%+12.5pp | 75.3%+10.0pp | 67.2%+18.1pp |
| Annual return | 12.23% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,317 | $2,523-47.8% | $3,171-58.5% | $2,623-49.8% |
| Participant deferral / active EE | $4,379 | $4,322+1.3% | $5,016-12.7% | $4,346+0.8% |
| Admin fee / account holder | $10 | $2,232-99.6% | $11,033-99.9% | $1,942-99.5% |