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 7-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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: FORT PITT CAPITAL GROUP Service code 27 680 ANDERSON DRIVE · PITTSBURGH, PA 15220 | Advisory (Plan) | $33,508 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,506 | $49,915+9.2% | $154,803-64.8% | $74,304-26.6% |
| Participation rate | 61.7% | 54.0%+7.8pp | 78.1%-16.3pp | 60.3%+1.4pp |
| Annual return | 19.42% | 34.06%-14.6pp | 58.88%-39.5pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,922 | $1,611+19.3% | $4,305-55.4% | $2,241-14.3% |
| Participant deferral / active EE | $3,514 | $2,255+55.8% | $5,540-36.6% | $3,767-6.7% |
| Admin fee / account holder | $205 | $2,189-90.6% | $14,329-98.6% | $2,969-93.1% |