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 1251 WATERFRONT PLACE STE 510 · PITTSBURGH, PA 15222 | Advisory (Plan) | $43,226 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,297 |
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 | $78,738 | $48,265+63.1% | $68,791+14.5% | $68,494+15.0% |
| Participation rate | 85.7% | 60.7%+25.0pp | 69.0%+16.7pp | 67.9%+17.8pp |
| Annual return | -13.83% | -12.71%-1.1pp | -6.38%-7.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,844 | $1,829+0.8% | $2,655-30.5% | $2,596-29.0% |
| Participant deferral / active EE | $3,557 | $2,867+24.1% | $3,941-9.7% | $4,027-11.7% |
| Admin fee / account holder | $657 | $4,355-84.9% | $4,932-86.7% | $5,403-87.8% |