See peer percentile detail with Solo.
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 10-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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP LLC Service code 27 · EIN 47-5006020 | Advisory (Plan) | $15,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,262 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,216 | $91,407-31.9% | $135,903-54.2% | $71,457-12.9% |
| Participation rate | 94.8% | 75.7%+19.1pp | 81.9%+12.9pp | 67.9%+26.9pp |
| Annual return | 29.20% | 29.90%-0.7pp | 68.23%-39.0pp | 28.85%+0.4pp |
| Employer contribution / active EE | $2,621 | $3,703-29.2% | $4,856-46.0% | $2,588+1.3% |
| Participant deferral / active EE | $8,927 | $7,092+25.9% | $7,758+15.1% | $4,289+108.1% |
| Admin fee / account holder | $102 | $1,266-91.9% | $10,762-99.0% | $1,587-93.5% |