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 |
|---|---|---|
Service code 99 100 PINEWOOD LANE SUITE 307 · WARRENDALE, PA 15086 | Other Fees | $51,000 |
METRO BENEFITS, INC.9+ years Service code 13 THE EXECUTIVE CENTER · PITTSBURGH, PA 15237 | Contract Administrator | $4,682 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 17 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Pension Consulting | $2,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,124 | $61,272+260.9% | $149,673+47.7% | $71,457+209.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 21.90% | 35.85%-13.9pp | 134.42%-112.5pp | 28.85%-6.9pp |
| Employer contribution / active EE | $7,245 | $2,378+204.6% | $4,818+50.4% | $2,588+180.0% |
| Participant deferral / active EE | $5,867 | $2,917+101.1% | $5,680+3.3% | $4,289+36.8% |
| Admin fee / account holder | $300 | $1,261-76.2% | $13,210-97.7% | $1,587-81.1% |