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 |
|---|---|---|
METRO BENEFITS, INC.2 years Service code 17 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 152375232 | Pension Consulting | $5,150 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 13 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Contract Administrator | $375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,863 | $67,984-42.8% | $65,493-40.7% | $74,304-47.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 16.90% | 19.87%-3.0pp | 982.45%-965.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $5,480 | $2,491+120.0% | $2,574+112.9% | $2,241+144.5% |
| Participant deferral / active EE | $2,575 | $3,346-23.0% | $3,961-35.0% | $3,767-31.6% |
| Admin fee / account holder | $38 | $1,373-97.2% | $5,028-99.2% | $2,969-98.7% |