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 | $68,000 |
METRO BENEFITS, INC.10+ years Service code 13 THE EXECUTIVE CENTER · PITTSBURGH, PA 15237 | Contract Administrator | $3,070 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,835 | $55,415+311.1% | $155,509+46.5% | $74,495+205.8% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 17.42% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $7,575 | $2,267+234.1% | $4,672+62.1% | $2,623+188.8% |
| Participant deferral / active EE | $5,901 | $2,836+108.1% | $5,626+4.9% | $4,346+35.8% |
| Admin fee / account holder | $358 | $1,738-79.4% | $15,912-97.7% | $1,942-81.6% |