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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 8-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 |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $14,875 |
4RIVERS WEALTH MANAGEMENT LLC1 year Service code 27 301 GRANT STREET, SUITE 3300 · PITTSBURGH, PA 15220 | Advisory (Plan) | $10,875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,589 | $65,376-63.9% | $87,100-72.9% | $65,185-63.8% |
| Participation rate | 91.3% | 75.3%+16.0pp | 76.9%+14.4pp | 70.2%+21.1pp |
| Annual return | 20.57% | 31.27%-10.7pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,412 | $1,822-22.5% | $2,521-44.0% | $2,177-35.1% |
| Participant deferral / active EE | $2,889 | $3,388-14.7% | $4,049-28.6% | $3,514-17.8% |
| Admin fee / account holder | $152 | $520-70.7% | $7,497-98.0% | $847-82.0% |