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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,528 |
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP Service code 27 680 ANDERSON DRIVE · PITTSBURGH, PA 15220 | Advisory (Plan) | $6,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,179 | $99,078-6.0% | $96,544-3.5% | $74,419+25.2% |
| Participation rate | 53.1% | 80.7%-27.5pp | 76.0%-22.8pp | 70.7%-17.6pp |
| Annual return | 14.12% | 22.48%-8.4pp | 25.84%-11.7pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,415 | $2,570-45.0% | $2,965-52.3% | $2,637-46.4% |
| Participant deferral / active EE | $2,389 | $4,933-51.6% | $4,851-50.8% | $4,528-47.2% |
| Admin fee / account holder | $127 | $225-43.3% | $8,252-98.5% | $348-63.4% |