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 |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL Service code 27 PO BOX 536707 · PITTSBURGH, PA 15253 | Advisory (Plan) | $44,368 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,706 | $62,573+40.2% | $85,682+2.4% | $85,850+2.2% |
| Participation rate | 78.4% | 61.1%+17.2pp | 69.9%+8.5pp | 69.3%+9.1pp |
| Annual return | 11.78% | 23.77%-12.0pp | 21.49%-9.7pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,717 | $1,757-2.3% | $2,618-34.4% | $2,565-33.1% |
| Participant deferral / active EE | $3,685 | $2,802+31.5% | $3,923-6.0% | $3,952-6.7% |
| Admin fee / account holder | $561 | $4,640-87.9% | $6,873-91.8% | $6,260-91.0% |