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 6-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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 680 ANDERSON DR · PITTSBURGH, PA 15220 | Advisory (Plan) | $54,536 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,465 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL, STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $38,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,820 | $50,815-15.7% | $155,509-72.5% | $77,643-44.9% |
| Participation rate | 68.2% | 63.1%+5.1pp | 78.2%-9.9pp | 70.6%-2.3pp |
| Annual return | 14.40% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,280 | $1,993-35.7% | $4,672-72.6% | $2,726-53.0% |
| Participant deferral / active EE | $2,422 | $2,822-14.2% | $5,626-56.9% | $4,647-47.9% |
| Admin fee / account holder | $178 | $437-59.3% | $15,912-98.9% | $430-58.7% |