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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,749 |
AMERICAN FUNDS2 years Filed as: FORT PITT CAPITAL GROUP Service code 27 680 ANDERSON DRIVE · PITTSBURGH, PA 15220 | Advisory (Plan) | $12,106 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,568 | $79,171+4.3% | $102,423-19.4% | $74,495+10.8% |
| Participation rate | 77.0% | 74.8%+2.2pp | 76.5%+0.5pp | 67.2%+9.8pp |
| Annual return | 13.57% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,922 | $2,362+23.7% | $3,023-3.3% | $2,623+11.4% |
| Participant deferral / active EE | $5,960 | $4,415+35.0% | $5,053+17.9% | $4,346+37.1% |
| Admin fee / account holder | $174 | $2,001-91.3% | $9,451-98.2% | $1,942-91.0% |