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 |
|---|---|---|
HEFREN-TILLOTSON, INC.6+ years Service code 27 308 7TH AVENUE · PITTSBURGH, PA 152223920 | Advisory (Plan) | $61,929 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,025 |
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 | $249,952 | $99,957+150.1% | $149,696+67.0% | $73,488+240.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.71% | 53.87%-35.2pp | 276.60%-257.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $9,293 | $3,191+191.2% | $4,644+100.1% | $2,270+309.4% |
| Participant deferral / active EE | $8,047 | $6,073+32.5% | $6,842+17.6% | $3,740+115.2% |
| Admin fee / account holder | $364 | $551-33.9% | $9,309-96.1% | $513-29.0% |