See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
METRO BENEFITS, INC.1+ years Filed as: METRO BENEFITS INC. Service code 13 · EIN 25-1541083 8150 PERRY HWY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $6,330 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $381 |
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 | $60,019 | $52,884+13.5% | $84,750-29.2% | $55,167+8.8% |
| Participation rate | 70.8% | 67.5%+3.3pp | 76.6%-5.8pp | 69.0%+1.8pp |
| Annual return | 12.69% | 18.03%-5.3pp | 22.78%-10.1pp | 169.23%-156.5pp |
| Employer contribution / active EE | $1,679 | $2,233-24.8% | $3,574-53.0% | $1,963-14.5% |
| Participant deferral / active EE | $3,167 | $2,644+19.8% | $3,712-14.7% | $3,054+3.7% |
| Admin fee / account holder | $77 | $581-86.7% | $5,332-98.5% | $504-84.6% |