See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CW BREITSMAN ASSOCIATES LLC8 years Filed as: C.W. BREITSMAN ASSOCIATES LLC Service code 13 · EIN 26-0664784 | Contract Administrator | $30,000 |
XPYRIA INVESTMENT ADVISORS10+ years Service code 28 401 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Investment Management | $18,487 |
CYPHER & CYPHER4 years Service code 10 · EIN 25-1385288 | Accounting | $6,930 |
CERITY PARTNERS1 year Service code 28 603 STANWIX ST STE1850 · PITTSBURGH, PA 15222 | Investment Management | $6,592 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,244 | $82,917-96.1% | $103,333-96.9% | $77,643-95.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 4.88% | 19.13%-14.3pp | 24.88%-20.0pp | 31.24%-26.4pp |
| Employer contribution / active EE | $1,272 | $3,552-64.2% | $3,868-67.1% | $2,726-53.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $36 | $638-94.3% | $8,355-99.6% | $430-91.6% |