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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.
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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 |
|---|---|---|
Filed as: CONFLUENCE WEALTH SERVICES Service code 27 732 E MCMURRAY RD · MCMURRAY, PA 15317 | Advisory (Plan) | $55,110 |
Filed as: DUNBAR BENDER & ZAPF INC Service code 13 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $2,750 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,034 | $81,248+227.4% | $155,509+71.1% | $80,856+229.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.73% | 33.31%-18.6pp | 64.67%-49.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $14,492 | $3,100+367.4% | $4,672+210.1% | $2,755+426.0% |
| Participant deferral / active EE | $11,261 | $3,452+226.2% | $5,626+100.1% | $4,296+162.1% |
| Admin fee / account holder | $531 | $7,997-93.4% | $15,912-96.7% | $6,918-92.3% |