See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HEFFREN-TILLOTSON INC.4 years Service code 27 308 7TH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $37,390 |
JV MANUFACTURING CO., INC.3 years Service code 99 1603 BURTNER ROAD · NARONA HEIGHTS, PA 15065 | Other Fees | $9,387 |
METRO BENEFITS, INC.4 years Service code 13 THE EXECUTIVE BLDG. · PITTSBURGH, PA 15237 | Contract Administrator | $8,650 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 COMPANY INC. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,487 | $73,638+109.8% | $95,952+61.0% | $73,488+110.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 12.87% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,368 | $1,863+80.8% | $2,541+32.5% | $2,270+48.4% |
| Participant deferral / active EE | $3,953 | $3,617+9.3% | $4,167-5.1% | $3,740+5.7% |
| Admin fee / account holder | $3 | $482-99.3% | $6,795-99.9% | $513-99.3% |