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 FUNDS3 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 680 ANDERSON DR · PITTSBURGH, PA 15220 | Advisory (Plan) | $65,276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,137 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 PO BOX 95357 · GRAPEVINE, TX 760999733 | Contract Administrator | $37,113 |
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 | $52,893 | $50,982+3.8% | $154,803-65.8% | $85,563-38.2% |
| Participation rate | 57.2% | 59.8%-2.6pp | 78.1%-20.9pp | 66.0%-8.8pp |
| Annual return | 12.08% | 30.35%-18.3pp | 58.88%-46.8pp | 31.51%-19.4pp |
| Employer contribution / active EE | $1,396 | $1,708-18.3% | $4,305-67.6% | $2,654-47.4% |
| Participant deferral / active EE | $2,479 | $2,474+0.2% | $5,540-55.3% | $4,375-43.3% |
| Admin fee / account holder | $226 | $846-73.2% | $14,329-98.4% | $834-72.9% |