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 |
|---|---|---|
FRAGASSO FINANCIAL ADVISORS2 years Filed as: THE FRAGASSO GROUP Service code 17 · EIN 25-1773014 610 SMITHFIELD STREET · PITTSBURGH, PA 15222 | Pension Consulting | $16,432 |
METRO BENEFITS, INC.4 years Filed as: METRO BENEFITS Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $962 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 P.O. BOX 1583 · HARFORD, CT 061441583 | Recordkeeping | $748 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 99 501 CORPORATE DRIVE · CANONSBURG, PA 15317 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,307 | $43,133+262.4% | $89,391+74.9% | $73,488+112.7% |
| Participation rate | 10.9% | 55.0%-44.0pp | 68.0%-57.0pp | 70.7%-59.8pp |
| Annual return | 15.64% | 135.66%-120.0pp | 245.62%-230.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $458 | $1,438-68.2% | $2,586-82.3% | $2,270-79.8% |
| Participant deferral / active EE | $1,073 | $2,445-56.1% | $3,890-72.4% | $3,740-71.3% |
| Admin fee / account holder | $53 | $444-88.0% | $4,881-98.9% | $513-89.6% |