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.8+ years Service code 27 308 7TH AVENUE · PITTSBURGH, PA 152223920 | Advisory (Plan) | $76,222 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,178 |
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 | $221,923 | $84,487+162.7% | $125,339+77.1% | $66,914+231.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.79% | -8.39%-9.4pp | 572.05%-589.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $9,231 | $3,553+159.8% | $4,814+91.8% | $2,544+262.8% |
| Participant deferral / active EE | $7,767 | $6,781+14.5% | $7,446+4.3% | $4,237+83.3% |
| Admin fee / account holder | $424 | $685-38.1% | $10,010-95.8% | $593-28.6% |