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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,141 |
AMERICAN FUNDS2 years Filed as: FORT PITT CAPITAL GROUP Service code 27 680 ANDERSON DRIVE · PITTSBURGH, PA 15220 | Advisory (Plan) | $18,179 |
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 | $92,740 | $88,890+4.3% | $102,423-9.5% | $77,643+19.4% |
| Participation rate | 53.8% | 80.9%-27.1pp | 76.5%-22.7pp | 70.6%-16.8pp |
| Annual return | 10.68% | 24.98%-14.3pp | 29.32%-18.6pp | 31.24%-20.6pp |
| Employer contribution / active EE | $1,593 | $2,698-41.0% | $3,023-47.3% | $2,726-41.6% |
| Participant deferral / active EE | $2,493 | $5,145-51.6% | $5,053-50.7% | $4,647-46.4% |
| Admin fee / account holder | $207 | $235-12.1% | $9,451-97.8% | $430-51.9% |